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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 | $366,333 | $150,447+143.5% | $136,298+168.8% | $147,586+148.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.50% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $11,368 | $5,256+116.3% | $4,696+142.1% | $4,876+133.1% |
| Participant deferral / active EE | $7,353 | $6,631+10.9% | $6,247+17.7% | $5,439+35.2% |
| Admin fee / account holder | $9,391 | $10,906-13.9% | $9,244+1.6% | $10,886-13.7% |