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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 | $311,167 | $169,161+83.9% | $129,295+140.7% | $145,959+113.2% |
| Participation rate | 85.7% | 76.5%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 9.60% | 14348.07%-14338.5pp | 9429.28%-9419.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $25,383 | $5,543+357.9% | $4,157+510.6% | $4,661+444.6% |
| Participant deferral / active EE | $4,683 | $4,989-6.1% | $4,169+12.3% | $6,689-30.0% |
| Admin fee / account holder | $2,553 | $9,878-74.2% | $7,665-66.7% | $13,398-80.9% |