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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 | $266,634 | $150,446+77.2% | $136,297+95.6% | $147,585+80.7% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 19.56% | 1049.14%-1029.6pp | 5156.19%-5136.6pp | 578.58%-559.0pp |
| Employer contribution / active EE | $14,120 | $5,256+168.6% | $4,696+200.7% | $4,876+189.6% |
| Participant deferral / active EE | $11,102 | $6,631+67.4% | $6,247+77.7% | $5,439+104.1% |
| Admin fee / account holder | $368 | $10,906-96.6% | $9,244-96.0% | $10,886-96.6% |