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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 | $282,861 | $150,447+88.0% | $136,298+107.5% | $147,586+91.7% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 17.24% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,830 | $6,631+18.1% | $6,247+25.3% | $5,439+44.0% |
| Admin fee / account holder | $1,332 | $10,906-87.8% | $9,244-85.6% | $10,886-87.8% |