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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 | $285,849 | $109,905+160.1% | $98,506+190.2% | $167,553+70.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 13.10% | 1960.20%-1947.1pp | 1494.92%-1481.8pp | 478.89%-465.8pp |
| Employer contribution / active EE | $9,941 | $3,226+208.2% | $2,961+235.7% | $4,840+105.4% |
| Participant deferral / active EE | $8,154 | $4,674+74.4% | $4,277+90.6% | $6,343+28.6% |
| Admin fee / account holder | $3,195 | $6,760-52.7% | $5,955-46.4% | $12,316-74.1% |