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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 | $389,122 | $96,123+304.8% | $77,361+403.0% | $198,609+95.9% |
| Participation rate | 90.9% | 81.1%+9.8pp | 75.0%+15.9pp | 82.4%+8.5pp |
| Annual return | 11.62% | 2054.81%-2043.2pp | 1011.54%-999.9pp | 202.70%-191.1pp |
| Employer contribution / active EE | $2,688 | $3,791-29.1% | $2,990-10.1% | $5,055-46.8% |
| Participant deferral / active EE | $11,511 | $4,975+131.4% | $3,911+194.3% | $6,977+65.0% |
| Admin fee / account holder | $36,180 | $9,471+282.0% | $5,894+513.9% | $19,030+90.1% |