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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 | $264,988 | $202,326+31.0% | $172,745+53.4% | $152,870+73.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.20% | 1029.72%-1007.5pp | 802.90%-780.7pp | 345.34%-323.1pp |
| Employer contribution / active EE | $5,111 | $5,858-12.7% | $5,144-0.6% | $4,763+7.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12,546 | $17,110-26.7% | $13,954-10.1% | $11,597+8.2% |