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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 | $423,981 | $202,342+109.5% | $172,753+145.4% | $152,909+177.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 20.18% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $14,730 | $5,857+151.5% | $5,144+186.4% | $4,764+209.2% |
| Participant deferral / active EE | $21,705 | $5,948+264.9% | $5,198+317.6% | $5,851+270.9% |
| Admin fee / account holder | $25,735 | $17,112+50.4% | $13,956+84.4% | $11,601+121.8% |