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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 | $294,330 | $202,342+45.5% | $172,753+70.4% | $152,909+92.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.56% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $5,777 | $5,857-1.4% | $5,144+12.3% | $4,764+21.3% |
| Participant deferral / active EE | $9,208 | $5,948+54.8% | $5,198+77.2% | $5,851+57.4% |
| Admin fee / account holder | $1,975 | $17,112-88.5% | $13,956-85.8% | $11,601-83.0% |