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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 | $507,544 | $150,447+237.4% | $136,298+272.4% | $147,586+243.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 13.29% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $14,044 | $5,256+167.2% | $4,696+199.1% | $4,876+188.0% |
| Participant deferral / active EE | $13,011 | $6,631+96.2% | $6,247+108.3% | $5,439+139.2% |
| Admin fee / account holder | $8,532 | $10,906-21.8% | $9,244-7.7% | $10,886-21.6% |