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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 | $357,246 | $202,342+76.6% | $172,752+106.8% | $152,897+133.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.39% | 1029.83%-1015.4pp | 802.97%-788.6pp | 345.43%-331.0pp |
| Employer contribution / active EE | $8,906 | $5,858+52.0% | $5,144+73.1% | $4,764+87.0% |
| Participant deferral / active EE | $5,689 | $5,948-4.4% | $5,198+9.5% | $5,851-2.8% |
| Admin fee / account holder | $3,684 | $17,111-78.5% | $13,955-73.6% | $11,599-68.2% |