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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 | $374,228 | $150,447+148.7% | $136,298+174.6% | $147,586+153.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.06% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $15,189 | $5,256+189.0% | $4,696+223.5% | $4,876+211.5% |
| Participant deferral / active EE | $5,330 | $6,631-19.6% | $6,247-14.7% | $5,439-2.0% |
| Admin fee / account holder | $3,945 | $10,906-63.8% | $9,244-57.3% | $10,886-63.8% |