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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 | $350,222 | $202,342+73.1% | $172,752+102.7% | $152,897+129.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.14% | 1029.83%-1006.7pp | 802.97%-779.8pp | 345.43%-322.3pp |
| Employer contribution / active EE | $7,499 | $5,858+28.0% | $5,144+45.8% | $4,764+57.4% |
| Participant deferral / active EE | $5,400 | $5,948-9.2% | $5,198+3.9% | $5,851-7.7% |
| Admin fee / account holder | $2,339 | $17,111-86.3% | $13,955-83.2% | $11,599-79.8% |