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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 | $446,386 | $202,342+120.6% | $172,753+158.4% | $152,909+191.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.01% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.5pp |
| Employer contribution / active EE | $8,450 | $5,857+44.3% | $5,144+64.3% | $4,764+77.4% |
| Participant deferral / active EE | $6,499 | $5,948+9.3% | $5,198+25.0% | $5,851+11.1% |
| Admin fee / account holder | $24,557 | $17,112+43.5% | $13,956+76.0% | $11,601+111.7% |