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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 | $261,254 | $202,345+29.1% | $172,755+51.2% | $152,885+70.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.52% | 1029.77%-1012.3pp | 802.94%-785.4pp | 345.39%-327.9pp |
| Employer contribution / active EE | $3,439 | $5,858-41.3% | $5,144-33.1% | $4,763-27.8% |
| Participant deferral / active EE | $10,185 | $5,948+71.2% | $5,198+95.9% | $5,851+74.1% |
| Admin fee / account holder | $2,111 | $17,111-87.7% | $13,955-84.9% | $11,598-81.8% |