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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 | $280,627 | $202,342+38.7% | $172,752+62.4% | $152,897+83.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.63% | 1029.83%-1011.2pp | 802.97%-784.3pp | 345.43%-326.8pp |
| Employer contribution / active EE | $3,181 | $5,858-45.7% | $5,144-38.2% | $4,764-33.2% |
| Participant deferral / active EE | $9,093 | $5,948+52.9% | $5,198+74.9% | $5,851+55.4% |
| Admin fee / account holder | $1,966 | $17,111-88.5% | $13,955-85.9% | $11,599-83.1% |