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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 | $260,936 | $202,345+29.0% | $172,755+51.0% | $152,885+70.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.42% | 1029.77%-1006.4pp | 802.94%-779.5pp | 345.39%-322.0pp |
| Employer contribution / active EE | $7,068 | $5,858+20.7% | $5,144+37.4% | $4,763+48.4% |
| Participant deferral / active EE | $5,961 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $1,046 | $17,111-93.9% | $13,955-92.5% | $11,598-91.0% |