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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 | $270,828 | $202,342+33.8% | $172,752+56.8% | $152,897+77.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.50% | 1029.83%-1003.3pp | 802.97%-776.5pp | 345.43%-318.9pp |
| Employer contribution / active EE | $10,902 | $5,858+86.1% | $5,144+111.9% | $4,764+128.9% |
| Participant deferral / active EE | $4,972 | $5,948-16.4% | $5,198-4.3% | $5,851-15.0% |
| Admin fee / account holder | $438 | $17,111-97.4% | $13,955-96.9% | $11,599-96.2% |