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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 | $361,192 | $202,345+78.5% | $172,755+109.1% | $152,885+136.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.50% | 1029.77%-1010.3pp | 802.94%-783.4pp | 345.39%-325.9pp |
| Employer contribution / active EE | $6,912 | $5,858+18.0% | $5,144+34.4% | $4,763+45.1% |
| Participant deferral / active EE | $8,050 | $5,948+35.3% | $5,198+54.9% | $5,851+37.6% |
| Admin fee / account holder | $1,756 | $17,111-89.7% | $13,955-87.4% | $11,598-84.9% |