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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 | $302,856 | $202,342+49.7% | $172,752+75.3% | $152,897+98.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.74% | 1029.83%-1006.1pp | 802.97%-779.2pp | 345.43%-321.7pp |
| Employer contribution / active EE | $8,932 | $5,858+52.5% | $5,144+73.6% | $4,764+87.5% |
| Participant deferral / active EE | $8,067 | $5,948+35.6% | $5,198+55.2% | $5,851+37.9% |
| Admin fee / account holder | $3,368 | $17,111-80.3% | $13,955-75.9% | $11,599-71.0% |