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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 | $467,867 | $180,466+159.3% | $154,114+203.6% | $135,382+245.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 15.37% | 888.15%-872.8pp | 735.16%-719.8pp | 519.77%-504.4pp |
| Employer contribution / active EE | $11,222 | $6,035+85.9% | $5,298+111.8% | $4,779+134.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,732 | $16,144+47.0% | $13,411+77.0% | $10,829+119.2% |