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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 | $264,089 | $171,867+53.7% | $149,721+76.4% | $147,586+78.9% |
| Participation rate | 95.2% | 88.2%+7.1pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 10.69% | 2113.36%-2102.7pp | 1501.67%-1491.0pp | 578.59%-567.9pp |
| Employer contribution / active EE | $2,675 | $6,275-57.4% | $5,444-50.9% | $4,876-45.1% |
| Participant deferral / active EE | $9,215 | $7,270+26.8% | $6,568+40.3% | $5,439+69.4% |
| Admin fee / account holder | $1,318 | $13,799-90.5% | $11,282-88.3% | $10,886-87.9% |