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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 | $266,164 | $171,867+54.9% | $149,721+77.8% | $147,586+80.3% |
| Participation rate | 95.2% | 88.2%+7.1pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 16.11% | 2113.36%-2097.2pp | 1501.67%-1485.6pp | 578.59%-562.5pp |
| Employer contribution / active EE | $16,185 | $6,275+157.9% | $5,444+197.3% | $4,876+231.9% |
| Participant deferral / active EE | $14,429 | $7,270+98.5% | $6,568+119.7% | $5,439+165.3% |
| Admin fee / account holder | $4,212 | $13,799-69.5% | $11,282-62.7% | $10,886-61.3% |