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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 | $279,357 | $202,345+38.1% | $172,755+61.7% | $152,885+82.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 17.40% | 1029.77%-1012.4pp | 802.94%-785.5pp | 345.39%-328.0pp |
| Employer contribution / active EE | $13,801 | $5,858+135.6% | $5,144+168.3% | $4,763+189.7% |
| Participant deferral / active EE | $9,712 | $5,948+63.3% | $5,198+86.8% | $5,851+66.0% |
| Admin fee / account holder | $732 | $17,111-95.7% | $13,955-94.8% | $11,598-93.7% |