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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 | $362,780 | $138,114+162.7% | $125,391+189.3% | $134,545+169.6% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.2pp |
| Annual return | 7.59% | 750.88%-743.3pp | 572.41%-564.8pp | 418.37%-410.8pp |
| Employer contribution / active EE | $14,286 | $5,246+172.3% | $4,816+196.6% | $4,742+201.3% |
| Participant deferral / active EE | $5,078 | $7,801-34.9% | $7,448-31.8% | $6,401-20.7% |
| Admin fee / account holder | $5,259 | $11,570-54.5% | $10,009-47.5% | $11,431-54.0% |