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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 | $328,039 | $150,447+118.0% | $136,298+140.7% | $147,586+122.3% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 19.09% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $7,543 | $5,256+43.5% | $4,696+60.6% | $4,876+54.7% |
| Participant deferral / active EE | $13,148 | $6,631+98.3% | $6,247+110.5% | $5,439+141.7% |
| Admin fee / account holder | $42,185 | $10,906+286.8% | $9,244+356.3% | $10,886+287.5% |