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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,253 | $150,446+203.3% | $136,297+234.7% | $147,585+209.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1049.14%-1033.7pp | 5156.19%-5140.8pp | 578.58%-563.2pp |
| Employer contribution / active EE | $7,479 | $5,256+42.3% | $4,696+59.3% | $4,876+53.4% |
| Participant deferral / active EE | $16,632 | $6,631+150.8% | $6,247+166.2% | $5,439+205.8% |
| Admin fee / account holder | $4,140 | $10,906-62.0% | $9,244-55.2% | $10,886-62.0% |