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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 | $291,169 | $202,342+43.9% | $172,752+68.5% | $152,897+90.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.01% | 1029.83%-1004.8pp | 802.97%-778.0pp | 345.43%-320.4pp |
| Employer contribution / active EE | $2,018 | $5,858-65.5% | $5,144-60.8% | $4,764-57.6% |
| Participant deferral / active EE | $7,575 | $5,948+27.3% | $5,198+45.7% | $5,851+29.5% |
| Admin fee / account holder | $3,099 | $17,111-81.9% | $13,955-77.8% | $11,599-73.3% |