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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 | $369,965 | $209,888+76.3% | $189,545+95.2% | $167,553+120.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.04% | 748.66%-733.6pp | 555.36%-540.3pp | 478.89%-463.9pp |
| Employer contribution / active EE | $6,804 | $6,915-1.6% | $6,162+10.4% | $4,840+40.6% |
| Participant deferral / active EE | $14,544 | $8,934+62.8% | $8,220+76.9% | $6,343+129.3% |
| Admin fee / account holder | $1,266 | $14,300-91.1% | $12,049-89.5% | $12,316-89.7% |