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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 | $356,454 | $202,342+76.2% | $172,753+106.3% | $152,909+133.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.02% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.4pp |
| Employer contribution / active EE | $8,345 | $5,857+42.5% | $5,144+62.2% | $4,764+75.2% |
| Participant deferral / active EE | $5,258 | $5,948-11.6% | $5,198+1.2% | $5,851-10.1% |
| Admin fee / account holder | $13,853 | $17,112-19.0% | $13,956-0.7% | $11,601+19.4% |