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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 | $357,009 | $150,447+137.3% | $136,298+161.9% | $147,586+141.9% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 16.37% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $10,440 | $5,256+98.6% | $4,696+122.3% | $4,876+114.1% |
| Participant deferral / active EE | $13,841 | $6,631+108.7% | $6,247+121.6% | $5,439+154.5% |
| Admin fee / account holder | $7,043 | $10,906-35.4% | $9,244-23.8% | $10,886-35.3% |