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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 | $295,597 | $202,342+46.1% | $172,753+71.1% | $152,909+93.3% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 28.20% | 1029.88%-1001.7pp | 803.00%-774.8pp | 345.46%-317.3pp |
| Employer contribution / active EE | $10,021 | $5,857+71.1% | $5,144+94.8% | $4,764+110.3% |
| Participant deferral / active EE | $8,529 | $5,948+43.4% | $5,198+64.1% | $5,851+45.8% |
| Admin fee / account holder | $1,257 | $17,112-92.7% | $13,956-91.0% | $11,601-89.2% |