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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 | $336,007 | $202,342+66.1% | $172,752+94.5% | $152,897+119.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.55% | 1029.83%-1016.3pp | 802.97%-789.4pp | 345.43%-331.9pp |
| Employer contribution / active EE | $1,988 | $5,858-66.1% | $5,144-61.4% | $4,764-58.3% |
| Participant deferral / active EE | $2,194 | $5,948-63.1% | $5,198-57.8% | $5,851-62.5% |
| Admin fee / account holder | $8,666 | $17,111-49.4% | $13,955-37.9% | $11,599-25.3% |