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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 | $373,539 | $57,305+551.8% | $86,640+331.1% | $75,173+396.9% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 20.35% | 2674.24%-2653.9pp | 592.52%-572.2pp | 160.72%-140.4pp |
| Employer contribution / active EE | $6,785 | $2,316+192.9% | $3,024+124.3% | $2,671+154.0% |
| Participant deferral / active EE | $5,887 | $3,320+77.3% | $4,438+32.6% | $4,126+42.7% |
| Admin fee / account holder | $4,417 | $4,116+7.3% | $5,616-21.3% | $5,651-21.8% |