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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 | $283,312 | $150,446+88.3% | $136,297+107.9% | $147,585+92.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.85% | 1049.14%-1035.3pp | 5156.19%-5142.3pp | 578.58%-564.7pp |
| Employer contribution / active EE | $10,643 | $5,256+102.5% | $4,696+126.7% | $4,876+118.3% |
| Participant deferral / active EE | $2,780 | $6,631-58.1% | $6,247-55.5% | $5,439-48.9% |
| Admin fee / account holder | $1,183 | $10,906-89.2% | $9,244-87.2% | $10,886-89.1% |