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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 | $261,994 | $202,342+29.5% | $172,753+51.7% | $152,909+71.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.78% | 1029.88%-1000.1pp | 803.00%-773.2pp | 345.46%-315.7pp |
| Employer contribution / active EE | $3,845 | $5,857-34.4% | $5,144-25.3% | $4,764-19.3% |
| Participant deferral / active EE | $10,913 | $5,948+83.5% | $5,198+110.0% | $5,851+86.5% |
| Admin fee / account holder | $655 | $17,112-96.2% | $13,956-95.3% | $11,601-94.4% |