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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 | $362,848 | $150,447+141.2% | $136,298+166.2% | $147,586+145.9% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 17.88% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $3,165 | $5,256-39.8% | $4,696-32.6% | $4,876-35.1% |
| Participant deferral / active EE | $9,022 | $6,631+36.1% | $6,247+44.4% | $5,439+65.9% |
| Admin fee / account holder | $7,418 | $10,906-32.0% | $9,244-19.8% | $10,886-31.9% |