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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 | $260,993 | $202,342+29.0% | $172,752+51.1% | $152,897+70.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.83% | 1029.83%-1017.0pp | 802.97%-790.1pp | 345.43%-332.6pp |
| Employer contribution / active EE | $4,606 | $5,858-21.4% | $5,144-10.5% | $4,764-3.3% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $1,644 | $17,111-90.4% | $13,955-88.2% | $11,599-85.8% |