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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 | $260,653 | $150,447+73.3% | $136,298+91.2% | $147,586+76.6% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 13.82% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,166 | $5,256-58.8% | $4,696-53.9% | $4,876-55.6% |
| Participant deferral / active EE | $3,370 | $6,631-49.2% | $6,247-46.1% | $5,439-38.0% |
| Admin fee / account holder | $6,529 | $10,906-40.1% | $9,244-29.4% | $10,886-40.0% |