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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 | $365,454 | $124,175+194.3% | $108,405+237.1% | $167,536+118.1% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.7pp |
| Annual return | 12.39% | 1380.13%-1367.7pp | 905.55%-893.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $12,421 | $4,188+196.6% | $3,559+249.0% | $4,839+156.7% |
| Participant deferral / active EE | $9,465 | $6,908+37.0% | $6,563+44.2% | $6,342+49.2% |
| Admin fee / account holder | $942 | $9,457-90.0% | $7,297-87.1% | $12,315-92.4% |