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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 | $343,365 | $202,342+69.7% | $172,752+98.8% | $152,897+124.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.68% | 1029.83%-1007.1pp | 802.97%-780.3pp | 345.43%-322.7pp |
| Employer contribution / active EE | $3,379 | $5,858-42.3% | $5,144-34.3% | $4,764-29.1% |
| Participant deferral / active EE | $14,117 | $5,948+137.3% | $5,198+171.6% | $5,851+141.3% |
| Admin fee / account holder | $1,814 | $17,111-89.4% | $13,955-87.0% | $11,599-84.4% |