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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 | $342,702 | $150,447+127.8% | $136,298+151.4% | $147,586+132.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.97% | 1049.15%-1028.2pp | 5156.27%-5135.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $14,492 | $5,256+175.7% | $4,696+208.6% | $4,876+197.2% |
| Participant deferral / active EE | $9,218 | $6,631+39.0% | $6,247+47.6% | $5,439+69.5% |
| Admin fee / account holder | $5,691 | $10,906-47.8% | $9,244-38.4% | $10,886-47.7% |