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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 | $376,963 | $88,778+324.6% | $81,844+360.6% | $145,884+158.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.20% | 1033.03%-1013.8pp | 778.87%-759.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $14,178 | $3,087+359.3% | $2,916+386.2% | $4,662+204.1% |
| Participant deferral / active EE | $9,374 | $4,648+101.7% | $4,323+116.8% | $6,690+40.1% |
| Admin fee / account holder | $621 | $8,430-92.6% | $7,355-91.6% | $13,392-95.4% |