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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 | $252,707 | $160,059+57.9% | $140,019+80.5% | $135,382+86.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.82% | 911.44%-906.6pp | 651.15%-646.3pp | 519.77%-515.0pp |
| Employer contribution / active EE | $3,947 | $6,420-38.5% | $5,605-29.6% | $4,779-17.4% |
| Participant deferral / active EE | $9,133 | $7,641+19.5% | $6,927+31.9% | $5,609+62.8% |
| Admin fee / account holder | $44,775 | $13,328+235.9% | $10,705+318.2% | $10,829+313.5% |