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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 | $394,555 | $202,342+95.0% | $172,753+128.4% | $152,909+158.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.07% | 1029.88%-1005.8pp | 803.00%-778.9pp | 345.46%-321.4pp |
| Employer contribution / active EE | $5,846 | $5,857-0.2% | $5,144+13.6% | $4,764+22.7% |
| Participant deferral / active EE | $5,343 | $5,948-10.2% | $5,198+2.8% | $5,851-8.7% |
| Admin fee / account holder | $25,780 | $17,112+50.7% | $13,956+84.7% | $11,601+122.2% |