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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 | $253,898 | $202,342+25.5% | $172,752+47.0% | $152,897+66.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.55% | 1029.83%-1003.3pp | 802.97%-776.4pp | 345.43%-318.9pp |
| Employer contribution / active EE | $10,697 | $5,858+82.6% | $5,144+107.9% | $4,764+124.6% |
| Participant deferral / active EE | $9,788 | $5,948+64.5% | $5,198+88.3% | $5,851+67.3% |
| Admin fee / account holder | $1,862 | $17,111-89.1% | $13,955-86.7% | $11,599-83.9% |