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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 | $382,372 | $202,342+89.0% | $172,752+121.3% | $152,897+150.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.58% | 1029.83%-1005.2pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $20,827 | $5,858+255.6% | $5,144+304.9% | $4,764+337.2% |
| Participant deferral / active EE | $12,881 | $5,948+116.6% | $5,198+147.8% | $5,851+120.1% |
| Admin fee / account holder | $27,676 | $17,111+61.7% | $13,955+98.3% | $11,599+138.6% |