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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 | $169,356+83.7% | $129,406+140.5% | $145,897+113.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 9.60% | 14418.62%-14409.0pp | 9468.18%-9458.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $25,383 | $5,542+358.0% | $4,155+510.9% | $4,663+444.4% |
| Participant deferral / active EE | $4,683 | $4,987-6.1% | $4,167+12.4% | $6,689-30.0% |
| Admin fee / account holder | $2,553 | $9,915-74.3% | $7,689-66.8% | $13,390-80.9% |