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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 | $413,150 | $150,446+174.6% | $136,297+203.1% | $147,585+179.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 13.03% | 1049.14%-1036.1pp | 5156.19%-5143.2pp | 578.58%-565.6pp |
| Employer contribution / active EE | $17,611 | $5,256+235.1% | $4,696+275.1% | $4,876+261.2% |
| Participant deferral / active EE | $13,410 | $6,631+102.2% | $6,247+114.7% | $5,439+146.6% |
| Admin fee / account holder | $31,940 | $10,906+192.9% | $9,244+245.5% | $10,886+193.4% |