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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 | $342,272 | $202,342+69.2% | $172,753+98.1% | $152,909+123.8% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 27.35% | 1029.88%-1002.5pp | 803.00%-775.6pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,390 | $5,857-76.3% | $5,144-73.0% | $4,764-70.8% |
| Participant deferral / active EE | $6,759 | $5,948+13.6% | $5,198+30.0% | $5,851+15.5% |
| Admin fee / account holder | $16,041 | $17,112-6.3% | $13,956+14.9% | $11,601+38.3% |