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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 | $321,321 | $150,447+113.6% | $136,298+135.7% | $147,586+117.7% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 22.59% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $2,285 | $5,256-56.5% | $4,696-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $3,606 | $6,631-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $796 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |