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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 | $282,680 | $202,342+39.7% | $172,753+63.6% | $152,909+84.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.77% | 1029.88%-1004.1pp | 803.00%-777.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $3,279 | $5,857-44.0% | $5,144-36.2% | $4,764-31.2% |
| Participant deferral / active EE | $3,788 | $5,948-36.3% | $5,198-27.1% | $5,851-35.3% |
| Admin fee / account holder | $1,089 | $17,112-93.6% | $13,956-92.2% | $11,601-90.6% |