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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 | $311,064 | $202,342+53.7% | $172,753+80.1% | $152,909+103.4% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 20.97% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,244 | $5,857-44.6% | $5,144-36.9% | $4,764-31.9% |
| Participant deferral / active EE | $7,878 | $5,948+32.4% | $5,198+51.6% | $5,851+34.6% |
| Admin fee / account holder | $60,799 | $17,112+255.3% | $13,956+335.7% | $11,601+424.1% |