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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 | $401,563 | $202,342+98.5% | $172,753+132.4% | $152,909+162.6% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 15.86% | 1029.88%-1014.0pp | 803.00%-787.1pp | 345.46%-329.6pp |
| Employer contribution / active EE | $2,378 | $5,857-59.4% | $5,144-53.8% | $4,764-50.1% |
| Participant deferral / active EE | $7,032 | $5,948+18.2% | $5,198+35.3% | $5,851+20.2% |
| Admin fee / account holder | $20,283 | $17,112+18.5% | $13,956+45.3% | $11,601+74.8% |