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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 | $367,867 | $150,447+144.5% | $136,298+169.9% | $147,586+149.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 18.02% | 1049.15%-1031.1pp | 5156.27%-5138.2pp | 578.59%-560.6pp |
| Employer contribution / active EE | $11,856 | $5,256+125.6% | $4,696+152.5% | $4,876+143.1% |
| Participant deferral / active EE | $9,064 | $6,631+36.7% | $6,247+45.1% | $5,439+66.7% |
| Admin fee / account holder | $2,259 | $10,906-79.3% | $9,244-75.6% | $10,886-79.2% |