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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 | $327,181 | $202,342+61.7% | $172,752+89.4% | $152,897+114.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.60% | 1029.83%-1016.2pp | 802.97%-789.4pp | 345.43%-331.8pp |
| Employer contribution / active EE | $13,285 | $5,858+126.8% | $5,144+158.3% | $4,764+178.9% |
| Participant deferral / active EE | $7,257 | $5,948+22.0% | $5,198+39.6% | $5,851+24.0% |
| Admin fee / account holder | $2,372 | $17,111-86.1% | $13,955-83.0% | $11,599-79.5% |