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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 | $309,127 | $169,356+82.5% | $129,406+138.9% | $145,897+111.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 9.96% | 14418.62%-14408.7pp | 9468.18%-9458.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $5,350 | $5,542-3.5% | $4,155+28.8% | $4,663+14.7% |
| Participant deferral / active EE | $14,090 | $4,987+182.6% | $4,167+238.1% | $6,689+110.6% |
| Admin fee / account holder | $3,381 | $9,915-65.9% | $7,689-56.0% | $13,390-74.8% |