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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 | $265,385 | $202,342+31.2% | $172,752+53.6% | $152,897+73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.10% | 1029.83%-1011.7pp | 802.97%-784.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $7,504 | $5,858+28.1% | $5,144+45.9% | $4,764+57.5% |
| Participant deferral / active EE | $8,186 | $5,948+37.6% | $5,198+57.5% | $5,851+39.9% |
| Admin fee / account holder | $4,622 | $17,111-73.0% | $13,955-66.9% | $11,599-60.2% |