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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 | $453,994 | $202,342+124.4% | $172,753+162.8% | $152,909+196.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.63% | 1029.88%-1006.2pp | 803.00%-779.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $6,047 | $5,857+3.2% | $5,144+17.6% | $4,764+26.9% |
| Participant deferral / active EE | $10,206 | $5,948+71.6% | $5,198+96.4% | $5,851+74.4% |
| Admin fee / account holder | $3,466 | $17,112-79.7% | $13,956-75.2% | $11,601-70.1% |