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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 | $336,545 | $150,447+123.7% | $136,298+146.9% | $147,586+128.0% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 15.02% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $14,208 | $5,256+170.3% | $4,696+202.6% | $4,876+191.4% |
| Participant deferral / active EE | $9,115 | $6,631+37.5% | $6,247+45.9% | $5,439+67.6% |
| Admin fee / account holder | $6,654 | $10,906-39.0% | $9,244-28.0% | $10,886-38.9% |