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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 | $318,172 | $202,345+57.2% | $172,755+84.2% | $152,885+108.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.07% | 1029.77%-1009.7pp | 802.94%-782.9pp | 345.39%-325.3pp |
| Employer contribution / active EE | $11,554 | $5,858+97.2% | $5,144+124.6% | $4,763+142.6% |
| Participant deferral / active EE | $7,135 | $5,948+20.0% | $5,198+37.3% | $5,851+21.9% |
| Admin fee / account holder | $2,463 | $17,111-85.6% | $13,955-82.4% | $11,598-78.8% |