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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 | $318,761 | $150,447+111.9% | $136,298+133.9% | $147,586+116.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 15.96% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,384 | $5,256-73.7% | $4,696-70.5% | $4,876-71.6% |
| Participant deferral / active EE | $7,464 | $6,631+12.6% | $6,247+19.5% | $5,439+37.2% |
| Admin fee / account holder | $12,555 | $10,906+15.1% | $9,244+35.8% | $10,886+15.3% |