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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 | $303,474 | $202,345+50.0% | $172,755+75.7% | $152,885+98.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.24% | 1029.77%-1011.5pp | 802.94%-784.7pp | 345.39%-327.1pp |
| Employer contribution / active EE | $8,312 | $5,858+41.9% | $5,144+61.6% | $4,763+74.5% |
| Participant deferral / active EE | $9,494 | $5,948+59.6% | $5,198+82.6% | $5,851+62.3% |
| Admin fee / account holder | $3,889 | $17,111-77.3% | $13,955-72.1% | $11,598-66.5% |