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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 | $337,450 | $176,688+91.0% | $130,660+158.3% | $152,909+120.7% |
| Participation rate | 78.6% | 79.0%-0.4pp | 71.7%+6.8pp | 82.5%-3.9pp |
| Annual return | 23.25% | 2693.08%-2669.8pp | 1709.29%-1686.0pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,786 | $4,362+216.0% | $3,603+282.6% | $5,851+135.6% |
| Admin fee / account holder | $4,047 | $7,131-43.2% | $5,463-25.9% | $11,601-65.1% |