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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 | $285,384 | $106,005+169.2% | $92,239+209.4% | $147,585+93.4% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 20.59% | 50.05%-29.5pp | 176.29%-155.7pp | 578.58%-558.0pp |
| Employer contribution / active EE | $6,215 | $4,333+43.4% | $3,680+68.9% | $4,876+27.4% |
| Participant deferral / active EE | $8,750 | $4,478+95.4% | $3,897+124.5% | $5,439+60.9% |
| Admin fee / account holder | $5,246 | $6,333-17.2% | $5,194+1.0% | $10,886-51.8% |