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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 | $285,461 | $150,447+89.7% | $136,298+109.4% | $147,586+93.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.99% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $10,857 | $5,256+106.5% | $4,696+131.2% | $4,876+122.6% |
| Participant deferral / active EE | $10,004 | $6,631+50.9% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $1,063 | $10,906-90.3% | $9,244-88.5% | $10,886-90.2% |