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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 | $315,942 | $202,342+56.1% | $172,753+82.9% | $152,909+106.6% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 22.35% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $12,229 | $5,857+108.8% | $5,144+137.7% | $4,764+156.7% |
| Participant deferral / active EE | $6,976 | $5,948+17.3% | $5,198+34.2% | $5,851+19.2% |
| Admin fee / account holder | $16,963 | $17,112-0.9% | $13,956+21.5% | $11,601+46.2% |