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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 | $303,201 | $202,345+49.8% | $172,755+75.5% | $152,885+98.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.67% | 1029.77%-1016.1pp | 802.94%-789.3pp | 345.39%-331.7pp |
| Employer contribution / active EE | $6,887 | $5,858+17.6% | $5,144+33.9% | $4,763+44.6% |
| Participant deferral / active EE | $4,545 | $5,948-23.6% | $5,198-12.5% | $5,851-22.3% |
| Admin fee / account holder | $524 | $17,111-96.9% | $13,955-96.2% | $11,598-95.5% |