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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 | $366,637 | $150,447+143.7% | $136,298+169.0% | $147,586+148.4% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 12.78% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $9,958 | $5,256+89.4% | $4,696+112.1% | $4,876+104.2% |
| Participant deferral / active EE | $11,849 | $6,631+78.7% | $6,247+89.7% | $5,439+117.9% |
| Admin fee / account holder | $5,232 | $10,906-52.0% | $9,244-43.4% | $10,886-51.9% |