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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 | $258,726 | $202,342+27.9% | $172,752+49.8% | $152,897+69.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.60% | 1029.83%-1014.2pp | 802.97%-787.4pp | 345.43%-329.8pp |
| Employer contribution / active EE | $9,642 | $5,858+64.6% | $5,144+87.4% | $4,764+102.4% |
| Participant deferral / active EE | $13,300 | $5,948+123.6% | $5,198+155.9% | $5,851+127.3% |
| Admin fee / account holder | $65,957 | $17,111+285.5% | $13,955+372.6% | $11,599+468.6% |