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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 | $275,305 | $72,426+280.1% | $67,560+307.5% | $145,897+88.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 9.72% | 7226.78%-7217.1pp | 3533.50%-3523.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $17,900 | $3,074+482.2% | $2,737+554.1% | $4,663+283.9% |
| Participant deferral / active EE | $9,501 | $4,785+98.6% | $4,004+137.3% | $6,689+42.0% |
| Admin fee / account holder | $4,268 | $5,514-22.6% | $3,994+6.9% | $13,390-68.1% |