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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 | $342,702 | $150,442+127.8% | $136,295+151.4% | $147,585+132.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.97% | 1049.09%-1028.1pp | 5155.97%-5135.0pp | 578.56%-557.6pp |
| Employer contribution / active EE | $14,492 | $5,256+175.7% | $4,695+208.6% | $4,876+197.2% |
| Participant deferral / active EE | $9,218 | $6,630+39.0% | $6,247+47.6% | $5,439+69.5% |
| Admin fee / account holder | $5,691 | $10,905-47.8% | $9,243-38.4% | $10,885-47.7% |