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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 | $336,603 | $150,442+123.7% | $136,295+147.0% | $147,585+128.1% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 15.18% | 1049.09%-1033.9pp | 5155.97%-5140.8pp | 578.56%-563.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,355 | $6,630+10.9% | $6,247+17.7% | $5,439+35.2% |
| Admin fee / account holder | $11,595 | $10,905+6.3% | $9,243+25.4% | $10,885+6.5% |