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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 | $501,054 | $202,342+147.6% | $172,753+190.0% | $152,909+227.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.83% | 1029.88%-1007.0pp | 803.00%-780.2pp | 345.46%-322.6pp |
| Employer contribution / active EE | $5,724 | $5,857-2.3% | $5,144+11.3% | $4,764+20.2% |
| Participant deferral / active EE | $8,043 | $5,948+35.2% | $5,198+54.8% | $5,851+37.5% |
| Admin fee / account holder | $12,786 | $17,112-25.3% | $13,956-8.4% | $11,601+10.2% |