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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 | $337,416 | $150,447+124.3% | $136,298+147.6% | $147,586+128.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.65% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $23,886 | $5,256+354.4% | $4,696+408.7% | $4,876+389.8% |
| Participant deferral / active EE | $5,000 | $6,631-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $1,265 | $10,906-88.4% | $9,244-86.3% | $10,886-88.4% |