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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 | $254,775 | $202,345+25.9% | $172,755+47.5% | $152,885+66.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.00% | 1029.77%-1011.8pp | 802.94%-784.9pp | 345.39%-327.4pp |
| Employer contribution / active EE | $8,772 | $5,858+49.8% | $5,144+70.5% | $4,763+84.2% |
| Participant deferral / active EE | $3,696 | $5,948-37.9% | $5,198-28.9% | $5,851-36.8% |
| Admin fee / account holder | $6,191 | $17,111-63.8% | $13,955-55.6% | $11,598-46.6% |