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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 | $296,095 | $202,342+46.3% | $172,753+71.4% | $152,909+93.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.11% | 1029.88%-1004.8pp | 803.00%-777.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $5,934 | $5,857+1.3% | $5,144+15.4% | $4,764+24.6% |
| Participant deferral / active EE | $3,173 | $5,948-46.7% | $5,198-39.0% | $5,851-45.8% |
| Admin fee / account holder | $3,182 | $17,112-81.4% | $13,956-77.2% | $11,601-72.6% |