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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 | $433,193 | $150,442+187.9% | $136,295+217.8% | $147,585+193.5% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 11.80% | 1049.09%-1037.3pp | 5155.97%-5144.2pp | 578.56%-566.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,391 | $6,630+26.5% | $6,247+34.3% | $5,439+54.3% |
| Admin fee / account holder | $124,990 | $10,905+1046.1% | $9,243+1252.2% | $10,885+1048.2% |