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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 | $322,507 | $171,867+87.6% | $149,721+115.4% | $147,586+118.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.73% | 2113.36%-2097.6pp | 1501.67%-1485.9pp | 578.59%-562.9pp |
| Employer contribution / active EE | $5,769 | $6,275-8.1% | $5,444+6.0% | $4,876+18.3% |
| Participant deferral / active EE | $12,666 | $7,270+74.2% | $6,568+92.8% | $5,439+132.9% |
| Admin fee / account holder | $63,767 | $13,799+362.1% | $11,282+465.2% | $10,886+485.8% |