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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 | $333,542 | $150,446+121.7% | $136,297+144.7% | $147,585+126.0% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 25.25% | 1049.14%-1023.9pp | 5156.19%-5130.9pp | 578.58%-553.3pp |
| Employer contribution / active EE | $8,965 | $5,256+70.6% | $4,696+90.9% | $4,876+83.8% |
| Participant deferral / active EE | $8,827 | $6,631+33.1% | $6,247+41.3% | $5,439+62.3% |
| Admin fee / account holder | $7,393 | $10,906-32.2% | $9,244-20.0% | $10,886-32.1% |