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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 | $326,291 | $150,447+116.9% | $136,298+139.4% | $147,586+121.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.00% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $4,001 | $5,256-23.9% | $4,696-14.8% | $4,876-18.0% |
| Participant deferral / active EE | $8,475 | $6,631+27.8% | $6,247+35.7% | $5,439+55.8% |
| Admin fee / account holder | $5,286 | $10,906-51.5% | $9,244-42.8% | $10,886-51.4% |