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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 | $472,824 | $85,766+451.3% | $136,298+246.9% | $70,126+574.2% |
| Participation rate | 95.9% | 74.2%+21.7pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 19.74% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $10,782 | $2,966+263.5% | $4,696+129.6% | $2,343+360.3% |
| Participant deferral / active EE | $10,467 | $5,051+107.2% | $6,247+67.5% | $3,332+214.1% |
| Admin fee / account holder | $8,576 | $5,421+58.2% | $9,244-7.2% | $4,645+84.6% |