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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 | $283,565 | $171,867+65.0% | $149,721+89.4% | $147,586+92.1% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 14.23% | 2113.36%-2099.1pp | 1501.67%-1487.4pp | 578.59%-564.4pp |
| Employer contribution / active EE | $4,977 | $6,275-20.7% | $5,444-8.6% | $4,876+2.1% |
| Participant deferral / active EE | $10,437 | $7,270+43.6% | $6,568+58.9% | $5,439+91.9% |
| Admin fee / account holder | $11,256 | $13,799-18.4% | $11,282-0.2% | $10,886+3.4% |