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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 | $292,895 | $202,342+44.8% | $172,753+69.5% | $152,909+91.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.47% | 1029.88%-1015.4pp | 803.00%-788.5pp | 345.46%-331.0pp |
| Employer contribution / active EE | $6,974 | $5,857+19.1% | $5,144+35.6% | $4,764+46.4% |
| Participant deferral / active EE | $6,570 | $5,948+10.4% | $5,198+26.4% | $5,851+12.3% |
| Admin fee / account holder | $5,999 | $17,112-64.9% | $13,956-57.0% | $11,601-48.3% |