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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 | $261,384 | $202,342+29.2% | $172,752+51.3% | $152,897+71.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.36% | 1029.83%-1010.5pp | 802.97%-783.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $2,483 | $5,858-57.6% | $5,144-51.7% | $4,764-47.9% |
| Participant deferral / active EE | $4,512 | $5,948-24.1% | $5,198-13.2% | $5,851-22.9% |
| Admin fee / account holder | $2,282 | $17,111-86.7% | $13,955-83.6% | $11,599-80.3% |