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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 | $327,953 | $150,447+118.0% | $136,298+140.6% | $147,586+122.2% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.97% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $16,073 | $5,256+205.8% | $4,696+242.3% | $4,876+229.6% |
| Participant deferral / active EE | $10,701 | $6,631+61.4% | $6,247+71.3% | $5,439+96.8% |
| Admin fee / account holder | $22,566 | $10,906+106.9% | $9,244+144.1% | $10,886+107.3% |