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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 | $291,314 | $57,305+408.4% | $86,640+236.2% | $75,173+287.5% |
| Participation rate | 92.2% | 63.2%+29.0pp | 71.7%+20.5pp | 67.2%+25.0pp |
| Annual return | 17.29% | 2674.24%-2656.9pp | 592.52%-575.2pp | 160.72%-143.4pp |
| Employer contribution / active EE | $12,827 | $2,316+453.8% | $3,024+324.1% | $2,671+380.3% |
| Participant deferral / active EE | $10,787 | $3,320+225.0% | $4,438+143.1% | $4,126+161.4% |
| Admin fee / account holder | $32,884 | $4,116+698.9% | $5,616+485.6% | $5,651+482.0% |