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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 | $316,766 | $202,342+56.5% | $172,753+83.4% | $152,909+107.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.25% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $13,198 | $5,857+125.3% | $5,144+156.6% | $4,764+177.0% |
| Participant deferral / active EE | $8,135 | $5,948+36.8% | $5,198+56.5% | $5,851+39.0% |
| Admin fee / account holder | $583 | $17,112-96.6% | $13,956-95.8% | $11,601-95.0% |