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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 | $473,839 | $88,710+434.1% | $81,783+479.4% | $145,959+224.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 21.91% | 1027.26%-1005.4pp | 775.05%-753.1pp | 561.95%-540.0pp |
| Employer contribution / active EE | $10,010 | $3,083+224.7% | $2,913+243.7% | $4,661+114.8% |
| Participant deferral / active EE | $16,435 | $4,645+253.8% | $4,320+280.4% | $6,689+145.7% |
| Admin fee / account holder | $11,430 | $8,407+36.0% | $7,380+54.9% | $13,398-14.7% |