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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 | $271,919 | $202,342+34.4% | $172,753+57.4% | $152,909+77.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.60% | 1029.88%-1011.3pp | 803.00%-784.4pp | 345.46%-326.9pp |
| Employer contribution / active EE | $8,444 | $5,857+44.2% | $5,144+64.2% | $4,764+77.3% |
| Participant deferral / active EE | $7,805 | $5,948+31.2% | $5,198+50.2% | $5,851+33.4% |
| Admin fee / account holder | $2,049 | $17,112-88.0% | $13,956-85.3% | $11,601-82.3% |