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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 | $766,227 | $171,867+345.8% | $149,721+411.8% | $147,586+419.2% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 16.26% | 2113.36%-2097.1pp | 1501.67%-1485.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $5,464 | $6,275-12.9% | $5,444+0.4% | $4,876+12.0% |
| Participant deferral / active EE | $5,735 | $7,270-21.1% | $6,568-12.7% | $5,439+5.4% |
| Admin fee / account holder | $11,851 | $13,799-14.1% | $11,282+5.0% | $10,886+8.9% |