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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 | $284,364 | $202,342+40.5% | $172,753+64.6% | $152,909+86.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.75% | 1029.88%-1005.1pp | 803.00%-778.3pp | 345.46%-320.7pp |
| Employer contribution / active EE | $7,851 | $5,857+34.0% | $5,144+52.6% | $4,764+64.8% |
| Participant deferral / active EE | $5,058 | $5,948-15.0% | $5,198-2.7% | $5,851-13.6% |
| Admin fee / account holder | $976 | $17,112-94.3% | $13,956-93.0% | $11,601-91.6% |