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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 | $676,235 | $180,749+274.1% | $160,784+320.6% | $137,256+392.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 18.79% | 2234.46%-2215.7pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $12,650 | $4,155+204.4% | $3,733+238.9% | $4,156+204.4% |
| Participant deferral / active EE | $6,608 | $6,844-3.5% | $6,293+5.0% | $6,407+3.1% |
| Admin fee / account holder | $5,836 | $10,397-43.9% | $9,717-39.9% | $12,270-52.4% |