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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 | $290,901 | $150,447+93.4% | $136,298+113.4% | $147,586+97.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.22% | 1049.15%-1033.9pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $3,835 | $5,256-27.1% | $4,696-18.3% | $4,876-21.4% |
| Participant deferral / active EE | $11,495 | $6,631+73.4% | $6,247+84.0% | $5,439+111.4% |
| Admin fee / account holder | $15,696 | $10,906+43.9% | $9,244+69.8% | $10,886+44.2% |