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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 | $347,091 | $202,342+71.5% | $172,753+100.9% | $152,909+127.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.42% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.0pp |
| Employer contribution / active EE | $24,881 | $5,857+324.8% | $5,144+383.7% | $4,764+422.3% |
| Participant deferral / active EE | $16,615 | $5,948+179.3% | $5,198+219.7% | $5,851+184.0% |
| Admin fee / account holder | $4,883 | $17,112-71.5% | $13,956-65.0% | $11,601-57.9% |