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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 | $302,052 | $202,342+49.3% | $172,752+74.8% | $152,897+97.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.84% | 1029.83%-1012.0pp | 802.97%-785.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $7,500 | $5,858+28.0% | $5,144+45.8% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,485 | $17,111-91.3% | $13,955-89.4% | $11,599-87.2% |