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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 | $334,205 | $109,863+204.2% | $98,477+239.4% | $167,518+99.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 17.84% | 1958.09%-1940.3pp | 1493.59%-1475.8pp | 478.71%-460.9pp |
| Employer contribution / active EE | $12,449 | $3,225+286.0% | $2,961+320.5% | $4,838+157.3% |
| Participant deferral / active EE | $8,231 | $4,673+76.1% | $4,276+92.5% | $6,342+29.8% |
| Admin fee / account holder | $14,680 | $6,755+117.3% | $5,951+146.7% | $12,312+19.2% |