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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 | $462,393 | $209,847+120.3% | $189,520+144.0% | $167,518+176.0% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.41% | 748.45%-734.0pp | 555.25%-540.8pp | 478.71%-464.3pp |
| Employer contribution / active EE | $12,432 | $6,913+79.8% | $6,161+101.8% | $4,838+156.9% |
| Participant deferral / active EE | $11,317 | $8,934+26.7% | $8,220+37.7% | $6,342+78.4% |
| Admin fee / account holder | $657 | $14,295-95.4% | $12,046-94.5% | $12,312-94.7% |