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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 | $330,016 | $156,970+110.2% | $121,210+172.3% | $139,487+136.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 18.36% | 1477.10%-1458.7pp | 987.41%-969.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $5,600 | $5,546+1.0% | $4,171+34.3% | $4,755+17.8% |
| Participant deferral / active EE | $12,614 | $4,849+160.1% | $4,084+208.9% | $6,713+87.9% |
| Admin fee / account holder | $984 | $6,947-85.8% | $5,647-82.6% | $11,407-91.4% |