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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 | $315,961 | $202,342+56.2% | $172,753+82.9% | $152,909+106.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.30% | 1029.88%-1016.6pp | 803.00%-789.7pp | 345.46%-332.2pp |
| Employer contribution / active EE | $10,584 | $5,857+80.7% | $5,144+105.8% | $4,764+122.2% |
| Participant deferral / active EE | $7,752 | $5,948+30.3% | $5,198+49.1% | $5,851+32.5% |
| Admin fee / account holder | $8,611 | $17,112-49.7% | $13,956-38.3% | $11,601-25.8% |