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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 | $430,372 | $150,447+186.1% | $136,298+215.8% | $147,586+191.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.78% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $7,189 | $5,256+36.8% | $4,696+53.1% | $4,876+47.4% |
| Participant deferral / active EE | $9,722 | $6,631+46.6% | $6,247+55.6% | $5,439+78.7% |
| Admin fee / account holder | $2,345 | $10,906-78.5% | $9,244-74.6% | $10,886-78.5% |