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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 | $455,808 | $150,446+203.0% | $136,297+234.4% | $147,585+208.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.06% | 1049.14%-1030.1pp | 5156.19%-5137.1pp | 578.58%-559.5pp |
| Employer contribution / active EE | $9,102 | $5,256+73.2% | $4,696+93.8% | $4,876+86.7% |
| Participant deferral / active EE | $7,140 | $6,631+7.7% | $6,247+14.3% | $5,439+31.3% |
| Admin fee / account holder | $2,009 | $10,906-81.6% | $9,244-78.3% | $10,886-81.5% |