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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 | $338,465 | $150,447+125.0% | $136,298+148.3% | $147,586+129.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 50.96% | 1049.15%-998.2pp | 5156.27%-5105.3pp | 578.59%-527.6pp |
| Employer contribution / active EE | $2,870 | $5,256-45.4% | $4,696-38.9% | $4,876-41.2% |
| Participant deferral / active EE | $11,318 | $6,631+70.7% | $6,247+81.2% | $5,439+108.1% |
| Admin fee / account holder | $8,333 | $10,906-23.6% | $9,244-9.9% | $10,886-23.4% |