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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 | $342,232 | $202,342+69.1% | $172,752+98.1% | $152,897+123.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.23% | 1029.83%-1015.6pp | 802.97%-788.7pp | 345.43%-331.2pp |
| Employer contribution / active EE | $10,427 | $5,858+78.0% | $5,144+102.7% | $4,764+118.9% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $21,640 | $17,111+26.5% | $13,955+55.1% | $11,599+86.6% |