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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 | $318,097 | $209,888+51.6% | $189,545+67.8% | $167,553+89.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.27% | 748.66%-717.4pp | 555.36%-524.1pp | 478.89%-447.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,909 | $8,934-33.9% | $8,220-28.1% | $6,343-6.8% |
| Admin fee / account holder | $460 | $14,300-96.8% | $12,049-96.2% | $12,316-96.3% |