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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 | $362,744 | $149,040+143.4% | $120,225+201.7% | $137,256+164.3% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 13.31% | 605.68%-592.4pp | 439.23%-425.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,184 | $4,350+42.1% | $3,475+77.9% | $4,156+48.8% |
| Participant deferral / active EE | $17,586 | $4,655+277.8% | $3,999+339.8% | $6,407+174.5% |
| Admin fee / account holder | $115,054 | $6,348+1712.5% | $5,696+1919.8% | $12,270+837.7% |