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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 | $400,242 | $150,445+166.0% | $136,297+193.7% | $147,585+171.2% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 16.45% | 1049.14%-1032.7pp | 5156.16%-5139.7pp | 578.57%-562.1pp |
| Employer contribution / active EE | $8,023 | $5,256+52.6% | $4,696+70.9% | $4,876+64.5% |
| Participant deferral / active EE | $10,854 | $6,631+63.7% | $6,247+73.7% | $5,439+99.6% |
| Admin fee / account holder | $16,237 | $10,906+48.9% | $9,244+75.7% | $10,885+49.2% |