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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 | $273,320 | $150,447+81.7% | $136,298+100.5% | $147,586+85.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.10% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,681 | $5,256-49.0% | $4,696-42.9% | $4,876-45.0% |
| Participant deferral / active EE | $7,323 | $6,631+10.4% | $6,247+17.2% | $5,439+34.6% |
| Admin fee / account holder | $16,833 | $10,906+54.3% | $9,244+82.1% | $10,886+54.6% |