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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 | $373,828 | $202,342+84.7% | $172,753+116.4% | $152,909+144.5% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 25.44% | 1029.88%-1004.4pp | 803.00%-777.6pp | 345.46%-320.0pp |
| Employer contribution / active EE | $6,185 | $5,857+5.6% | $5,144+20.2% | $4,764+29.8% |
| Participant deferral / active EE | $3,705 | $5,948-37.7% | $5,198-28.7% | $5,851-36.7% |
| Admin fee / account holder | $727 | $17,112-95.7% | $13,956-94.8% | $11,601-93.7% |