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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 | $286,931 | $180,749+58.7% | $160,784+78.5% | $137,256+109.0% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 72.63% | 2234.46%-2161.8pp | 1803.92%-1731.3pp | 220.34%-147.7pp |
| Employer contribution / active EE | $11,253 | $4,155+170.8% | $3,733+201.5% | $4,156+170.8% |
| Participant deferral / active EE | $5,924 | $6,844-13.4% | $6,293-5.9% | $6,407-7.5% |
| Admin fee / account holder | $15,158 | $10,397+45.8% | $9,717+56.0% | $12,270+23.5% |