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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 | $255,030 | $202,342+26.0% | $172,753+47.6% | $152,909+66.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.10% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $11,401 | $5,857+94.6% | $5,144+121.6% | $4,764+139.3% |
| Participant deferral / active EE | $7,512 | $5,948+26.3% | $5,198+44.5% | $5,851+28.4% |
| Admin fee / account holder | $2,123 | $17,112-87.6% | $13,956-84.8% | $11,601-81.7% |