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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 | $662,219 | $171,867+285.3% | $149,721+342.3% | $147,586+348.7% |
| Participation rate | 94.7% | 88.2%+6.5pp | 87.1%+7.7pp | 82.8%+11.9pp |
| Annual return | 20.82% | 2113.36%-2092.5pp | 1501.67%-1480.8pp | 578.59%-557.8pp |
| Employer contribution / active EE | $25,553 | $6,275+307.2% | $5,444+369.4% | $4,876+424.0% |
| Participant deferral / active EE | $13,991 | $7,270+92.4% | $6,568+113.0% | $5,439+157.2% |
| Admin fee / account holder | $14,348 | $13,799+4.0% | $11,282+27.2% | $10,886+31.8% |