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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 | $344,244 | $209,847+64.0% | $189,520+81.6% | $167,518+105.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 13.50% | 748.45%-734.9pp | 555.25%-541.7pp | 478.71%-465.2pp |
| Employer contribution / active EE | $14,442 | $6,913+108.9% | $6,161+134.4% | $4,838+198.5% |
| Participant deferral / active EE | $13,211 | $8,934+47.9% | $8,220+60.7% | $6,342+108.3% |
| Admin fee / account holder | $73,702 | $14,295+415.6% | $12,046+511.8% | $12,312+498.6% |