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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 | $68,097+471.4% | $62,929+518.4% | $137,256+183.5% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 11.62% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,688 | $2,811-4.4% | $2,505+7.3% | $4,156-35.3% |
| Participant deferral / active EE | $11,511 | $4,553+152.9% | $3,888+196.0% | $6,407+79.7% |
| Admin fee / account holder | $36,180 | $6,521+454.8% | $5,065+614.4% | $12,270+194.9% |