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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 | $258,202 | $202,342+27.6% | $172,753+49.5% | $152,909+68.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.13% | 1029.88%-1011.7pp | 803.00%-784.9pp | 345.46%-327.3pp |
| Employer contribution / active EE | $5,898 | $5,857+0.7% | $5,144+14.7% | $4,764+23.8% |
| Participant deferral / active EE | $4,382 | $5,948-26.3% | $5,198-15.7% | $5,851-25.1% |
| Admin fee / account holder | $3,809 | $17,112-77.7% | $13,956-72.7% | $11,601-67.2% |