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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 | $202,326+39.7% | $172,745+63.6% | $152,870+84.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.77% | 1029.72%-1004.0pp | 802.90%-777.1pp | 345.34%-319.6pp |
| Employer contribution / active EE | $3,279 | $5,858-44.0% | $5,144-36.3% | $4,763-31.1% |
| Participant deferral / active EE | $3,788 | $5,948-36.3% | $5,197-27.1% | $5,850-35.3% |
| Admin fee / account holder | $1,089 | $17,110-93.6% | $13,954-92.2% | $11,597-90.6% |