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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 | $350,943 | $88,815+295.1% | $81,882+328.6% | $145,897+140.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 17.99% | 1033.75%-1015.8pp | 779.47%-761.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $15,011 | $3,086+386.4% | $2,916+414.8% | $4,663+221.9% |
| Participant deferral / active EE | $12,451 | $4,647+167.9% | $4,323+188.0% | $6,689+86.1% |
| Admin fee / account holder | $6,443 | $8,434-23.6% | $7,360-12.5% | $13,390-51.9% |