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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 | $308,278 | $202,342+52.4% | $172,752+78.5% | $152,897+101.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.78% | 1029.83%-1013.0pp | 802.97%-786.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $8,196 | $5,858+39.9% | $5,144+59.3% | $4,764+72.1% |
| Participant deferral / active EE | $13,101 | $5,948+120.3% | $5,198+152.1% | $5,851+123.9% |
| Admin fee / account holder | $12,963 | $17,111-24.2% | $13,955-7.1% | $11,599+11.8% |