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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 | $257,325 | $171,867+49.7% | $149,721+71.9% | $147,586+74.4% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 21.47% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.59%-557.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,345 | $7,270+28.5% | $6,568+42.3% | $5,439+71.8% |
| Admin fee / account holder | $25,701 | $13,799+86.2% | $11,282+127.8% | $10,886+136.1% |