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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 | $325,397 | $202,345+60.8% | $172,755+88.4% | $152,885+112.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.27% | 1029.77%-1004.5pp | 802.94%-777.7pp | 345.39%-320.1pp |
| Employer contribution / active EE | $18,658 | $5,858+218.5% | $5,144+262.7% | $4,763+291.7% |
| Participant deferral / active EE | $13,813 | $5,948+132.2% | $5,198+165.8% | $5,851+136.1% |
| Admin fee / account holder | $4,343 | $17,111-74.6% | $13,955-68.9% | $11,598-62.6% |