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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 | $353,936 | $202,342+74.9% | $172,752+104.9% | $152,897+131.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.84% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,685 | $5,948+29.2% | $5,198+47.8% | $5,851+31.3% |
| Admin fee / account holder | $5,742 | $17,111-66.4% | $13,955-58.9% | $11,599-50.5% |