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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 | $280,923 | $202,345+38.8% | $172,755+62.6% | $152,885+83.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.77% | 1029.77%-1013.0pp | 802.94%-786.2pp | 345.39%-328.6pp |
| Employer contribution / active EE | $6,083 | $5,858+3.8% | $5,144+18.3% | $4,763+27.7% |
| Participant deferral / active EE | $3,437 | $5,948-42.2% | $5,198-33.9% | $5,851-41.3% |
| Admin fee / account holder | $1,709 | $17,111-90.0% | $13,955-87.8% | $11,598-85.3% |