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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 | $415,342 | $202,342+105.3% | $172,753+140.4% | $152,909+171.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.80% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $5,005 | $5,857-14.6% | $5,144-2.7% | $4,764+5.1% |
| Participant deferral / active EE | $9,765 | $5,948+64.2% | $5,198+87.9% | $5,851+66.9% |
| Admin fee / account holder | $7,817 | $17,112-54.3% | $13,956-44.0% | $11,601-32.6% |