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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 | $284,598 | $150,447+89.2% | $136,298+108.8% | $147,586+92.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.38% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $7,697 | $5,256+46.4% | $4,696+63.9% | $4,876+57.8% |
| Participant deferral / active EE | $14,849 | $6,631+123.9% | $6,247+137.7% | $5,439+173.0% |
| Admin fee / account holder | $33,657 | $10,906+208.6% | $9,244+264.1% | $10,886+209.2% |