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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 | $325,977 | $202,342+61.1% | $172,753+88.7% | $152,909+113.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.31% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,059 | $5,948+102.7% | $5,198+132.0% | $5,851+106.1% |
| Admin fee / account holder | $2,805 | $17,112-83.6% | $13,956-79.9% | $11,601-75.8% |