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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 | $288,583 | $202,342+42.6% | $172,752+67.1% | $152,897+88.7% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 25.52% | 1029.83%-1004.3pp | 802.97%-777.5pp | 345.43%-319.9pp |
| Employer contribution / active EE | $12,500 | $5,858+113.4% | $5,144+143.0% | $4,764+162.4% |
| Participant deferral / active EE | $5,112 | $5,948-14.1% | $5,198-1.7% | $5,851-12.6% |
| Admin fee / account holder | $9,900 | $17,111-42.1% | $13,955-29.1% | $11,599-14.6% |