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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 | $270,221 | $202,342+33.5% | $172,753+56.4% | $152,909+76.7% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 20.64% | 1029.88%-1009.2pp | 803.00%-782.4pp | 345.46%-324.8pp |
| Employer contribution / active EE | $11,390 | $5,857+94.5% | $5,144+121.4% | $4,764+139.1% |
| Participant deferral / active EE | $6,662 | $5,948+12.0% | $5,198+28.2% | $5,851+13.9% |
| Admin fee / account holder | $338 | $17,112-98.0% | $13,956-97.6% | $11,601-97.1% |