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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 | $288,966 | $202,342+42.8% | $172,752+67.3% | $152,897+89.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.66% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $5,192 | $5,858-11.4% | $5,144+0.9% | $4,764+9.0% |
| Participant deferral / active EE | $10,812 | $5,948+81.8% | $5,198+108.0% | $5,851+84.8% |
| Admin fee / account holder | $6,663 | $17,111-61.1% | $13,955-52.3% | $11,599-42.6% |