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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 | $383,523 | $202,342+89.5% | $172,752+122.0% | $152,897+150.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.07% | 1029.83%-1005.8pp | 802.97%-778.9pp | 345.43%-321.4pp |
| Employer contribution / active EE | $7,794 | $5,858+33.1% | $5,144+51.5% | $4,764+63.6% |
| Participant deferral / active EE | $14,068 | $5,948+136.5% | $5,198+170.7% | $5,851+140.4% |
| Admin fee / account holder | $5,394 | $17,111-68.5% | $13,955-61.3% | $11,599-53.5% |