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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 | $324,313 | $209,888+54.5% | $189,545+71.1% | $167,553+93.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.79% | 748.66%-730.9pp | 555.36%-537.6pp | 478.89%-461.1pp |
| Employer contribution / active EE | $19,748 | $6,915+185.6% | $6,162+220.5% | $4,840+308.0% |
| Participant deferral / active EE | $10,328 | $8,934+15.6% | $8,220+25.6% | $6,343+62.8% |
| Admin fee / account holder | $4,842 | $14,300-66.1% | $12,049-59.8% | $12,316-60.7% |