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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 | $344,346 | $202,342+70.2% | $172,752+99.3% | $152,897+125.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.63% | 1029.83%-1005.2pp | 802.97%-778.3pp | 345.43%-320.8pp |
| Employer contribution / active EE | $5,226 | $5,858-10.8% | $5,144+1.6% | $4,764+9.7% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $391 | $17,111-97.7% | $13,955-97.2% | $11,599-96.6% |