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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 | $329,254 | $150,442+118.9% | $136,295+141.6% | $147,585+123.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.87% | 1049.09%-1037.2pp | 5155.97%-5144.1pp | 578.56%-566.7pp |
| Employer contribution / active EE | $4,007 | $5,256-23.8% | $4,695-14.7% | $4,876-17.8% |
| Participant deferral / active EE | $16,301 | $6,630+145.9% | $6,247+160.9% | $5,439+199.7% |
| Admin fee / account holder | $2,340 | $10,905-78.5% | $9,243-74.7% | $10,885-78.5% |