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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 | $318,366 | $202,342+57.3% | $172,753+84.3% | $152,909+108.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.08% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $14,280 | $5,857+143.8% | $5,144+177.6% | $4,764+199.8% |
| Participant deferral / active EE | $7,700 | $5,948+29.5% | $5,198+48.1% | $5,851+31.6% |
| Admin fee / account holder | $11,042 | $17,112-35.5% | $13,956-20.9% | $11,601-4.8% |