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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 | $301,711 | $202,342+49.1% | $172,753+74.6% | $152,909+97.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.54% | 1029.88%-1014.3pp | 803.00%-787.5pp | 345.46%-329.9pp |
| Employer contribution / active EE | $7,250 | $5,857+23.8% | $5,144+40.9% | $4,764+52.2% |
| Participant deferral / active EE | $7,128 | $5,948+19.8% | $5,198+37.1% | $5,851+21.8% |
| Admin fee / account holder | $8,536 | $17,112-50.1% | $13,956-38.8% | $11,601-26.4% |