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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 | $389,980 | $180,749+115.8% | $160,784+142.5% | $137,256+184.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.09% | 2234.46%-2214.4pp | 1803.92%-1783.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $9,322 | $4,155+124.3% | $3,733+149.7% | $4,156+124.3% |
| Participant deferral / active EE | $10,002 | $6,844+46.1% | $6,293+58.9% | $6,407+56.1% |
| Admin fee / account holder | $532 | $10,397-94.9% | $9,717-94.5% | $12,270-95.7% |