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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 | $359,391 | $202,342+77.6% | $172,753+108.0% | $152,909+135.0% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 17.63% | 1029.88%-1012.2pp | 803.00%-785.4pp | 345.46%-327.8pp |
| Employer contribution / active EE | $10,081 | $5,857+72.1% | $5,144+96.0% | $4,764+111.6% |
| Participant deferral / active EE | $7,277 | $5,948+22.3% | $5,198+40.0% | $5,851+24.4% |
| Admin fee / account holder | $19,327 | $17,112+12.9% | $13,956+38.5% | $11,601+66.6% |