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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 | $307,972 | $202,342+52.2% | $172,753+78.3% | $152,909+101.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.26% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $14,615 | $5,857+149.5% | $5,144+184.1% | $4,764+206.8% |
| Participant deferral / active EE | $6,725 | $5,948+13.1% | $5,198+29.4% | $5,851+14.9% |
| Admin fee / account holder | $852 | $17,112-95.0% | $13,956-93.9% | $11,601-92.7% |