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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 | $257,175 | $209,425+22.8% | $178,499+44.1% | $158,966+61.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 4597.59% | 188.80%+4408.8pp | 151.10%+4446.5pp | 302.95%+4294.6pp |
| Employer contribution / active EE | $3,332 | $5,707-41.6% | $5,011-33.5% | $4,762-30.0% |
| Participant deferral / active EE | $5,996 | $5,955+0.7% | $5,202+15.3% | $5,983+0.2% |
| Admin fee / account holder | $771 | $17,078-95.5% | $13,986-94.5% | $11,250-93.1% |