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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 | $392,385 | $150,447+160.8% | $136,298+187.9% | $147,586+165.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 12.90% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $23,648 | $5,256+349.9% | $4,696+403.6% | $4,876+384.9% |
| Participant deferral / active EE | $6,769 | $6,631+2.1% | $6,247+8.4% | $5,439+24.5% |
| Admin fee / account holder | $19,361 | $10,906+77.5% | $9,244+109.4% | $10,886+77.9% |