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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 | $474,280 | $96,419+391.9% | $80,648+488.1% | $139,487+240.0% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.7pp | 80.3%+13.4pp |
| Annual return | 12.49% | 1352.86%-1340.4pp | 937.21%-924.7pp | 373.84%-361.4pp |
| Employer contribution / active EE | $23,159 | $3,261+610.1% | $2,724+750.3% | $4,755+387.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,941 | $6,605-25.2% | $5,382-8.2% | $11,407-56.7% |