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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 | $273,509 | $202,342+35.2% | $172,753+58.3% | $152,909+78.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.62% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $54,051 | $5,857+822.8% | $5,144+950.8% | $4,764+1034.6% |
| Participant deferral / active EE | $5,949 | $5,9480% | $5,198+14.5% | $5,851+1.7% |
| Admin fee / account holder | $1,441 | $17,112-91.6% | $13,956-89.7% | $11,601-87.6% |