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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 | $395,655 | $150,446+163.0% | $136,297+190.3% | $147,585+168.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.13% | 1049.14%-1031.0pp | 5156.19%-5138.1pp | 578.58%-560.5pp |
| Employer contribution / active EE | $8,272 | $5,256+57.4% | $4,696+76.2% | $4,876+69.6% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $7,492 | $10,906-31.3% | $9,244-18.9% | $10,886-31.2% |