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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 | $333,138 | $150,447+121.4% | $136,298+144.4% | $147,586+125.7% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 15.81% | 1049.15%-1033.3pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $8,278 | $5,256+57.5% | $4,696+76.3% | $4,876+69.8% |
| Participant deferral / active EE | $9,667 | $6,631+45.8% | $6,247+54.7% | $5,439+77.8% |
| Admin fee / account holder | $2,472 | $10,906-77.3% | $9,244-73.3% | $10,886-77.3% |