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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 | $411,443 | $171,867+139.4% | $149,716+174.8% | $147,585+178.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 21.87% | 2113.36%-2091.5pp | 1501.67%-1479.8pp | 578.58%-556.7pp |
| Employer contribution / active EE | $1,532 | $6,275-75.6% | $5,444-71.9% | $4,876-68.6% |
| Participant deferral / active EE | $13,875 | $7,270+90.9% | $6,568+111.2% | $5,439+155.1% |
| Admin fee / account holder | $907 | $13,799-93.4% | $11,282-92.0% | $10,886-91.7% |