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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 | $307,429 | $202,342+51.9% | $172,752+78.0% | $152,897+101.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.73% | 1029.83%-1011.1pp | 802.97%-784.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $20,511 | $5,858+250.2% | $5,144+298.7% | $4,764+330.6% |
| Participant deferral / active EE | $7,444 | $5,948+25.1% | $5,198+43.2% | $5,851+27.2% |
| Admin fee / account holder | $3,013 | $17,111-82.4% | $13,955-78.4% | $11,599-74.0% |