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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 | $297,527 | $171,867+73.1% | $149,721+98.7% | $147,586+101.6% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 19.66% | 2113.36%-2093.7pp | 1501.67%-1482.0pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,889 | $6,275-69.9% | $5,444-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $14,533 | $7,270+99.9% | $6,568+121.3% | $5,439+167.2% |
| Admin fee / account holder | $713 | $13,799-94.8% | $11,282-93.7% | $10,886-93.5% |