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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 | $366,791 | $202,342+81.3% | $172,753+112.3% | $152,909+139.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.92% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.5pp |
| Employer contribution / active EE | $9,750 | $5,857+66.5% | $5,144+89.5% | $4,764+104.7% |
| Participant deferral / active EE | $15,750 | $5,948+164.8% | $5,198+203.0% | $5,851+169.2% |
| Admin fee / account holder | $60,394 | $17,112+252.9% | $13,956+332.8% | $11,601+420.6% |