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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 | $316,960 | $150,447+110.7% | $136,298+132.5% | $147,586+114.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.94% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $4,212 | $5,256-19.9% | $4,696-10.3% | $4,876-13.6% |
| Participant deferral / active EE | $8,291 | $6,631+25.0% | $6,247+32.7% | $5,439+52.4% |
| Admin fee / account holder | $889 | $10,906-91.9% | $9,244-90.4% | $10,886-91.8% |