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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 | $388,803 | $209,847+85.3% | $189,520+105.2% | $167,518+132.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.89% | 748.45%-733.6pp | 555.25%-540.4pp | 478.71%-463.8pp |
| Employer contribution / active EE | $8,363 | $6,913+21.0% | $6,161+35.7% | $4,838+72.8% |
| Participant deferral / active EE | $21,595 | $8,934+141.7% | $8,220+162.7% | $6,342+240.5% |
| Admin fee / account holder | $1,872 | $14,295-86.9% | $12,046-84.5% | $12,312-84.8% |