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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 | $255,662 | $202,342+26.4% | $172,752+48.0% | $152,897+67.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.42% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $5,947 | $5,858+1.5% | $5,144+15.6% | $4,764+24.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,301 | $17,111-92.4% | $13,955-90.7% | $11,599-88.8% |