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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 | $312,445 | $99,017+215.5% | $86,587+260.8% | $147,585+111.7% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 19.68% | 1312.37%-1292.7pp | 964.86%-945.2pp | 578.56%-558.9pp |
| Employer contribution / active EE | $10,076 | $3,132+221.7% | $2,839+254.9% | $4,876+106.6% |
| Participant deferral / active EE | $13,580 | $3,972+241.9% | $3,609+276.3% | $5,439+149.7% |
| Admin fee / account holder | $994 | $5,710-82.6% | $4,906-79.7% | $10,885-90.9% |