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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 | $358,613 | $150,447+138.4% | $136,298+163.1% | $147,586+143.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.64% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $10,581 | $5,256+101.3% | $4,696+125.3% | $4,876+117.0% |
| Participant deferral / active EE | $12,155 | $6,631+83.3% | $6,247+94.6% | $5,439+123.5% |
| Admin fee / account holder | $108,070 | $10,906+890.9% | $9,244+1069.1% | $10,886+892.8% |