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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 | $328,783 | $150,447+118.5% | $136,298+141.2% | $147,586+122.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 11.27% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $19,130 | $5,256+263.9% | $4,696+307.4% | $4,876+292.3% |
| Participant deferral / active EE | $10,413 | $6,631+57.0% | $6,247+66.7% | $5,439+91.5% |
| Admin fee / account holder | $175,084 | $10,906+1505.4% | $9,244+1794.0% | $10,886+1508.4% |