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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 | $314,748 | $150,447+109.2% | $136,298+130.9% | $147,586+113.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.42% | 1049.15%-1028.7pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,672 | $5,256-68.2% | $4,696-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $8,047 | $6,631+21.4% | $6,247+28.8% | $5,439+48.0% |
| Admin fee / account holder | $16,508 | $10,906+51.4% | $9,244+78.6% | $10,886+51.6% |