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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 | $309,524 | $202,342+53.0% | $172,753+79.2% | $152,909+102.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.08% | 1029.88%-1000.8pp | 803.00%-773.9pp | 345.46%-316.4pp |
| Employer contribution / active EE | $13,091 | $5,857+123.5% | $5,144+154.5% | $4,764+174.8% |
| Participant deferral / active EE | $9,299 | $5,948+56.3% | $5,198+78.9% | $5,851+58.9% |
| Admin fee / account holder | $2,613 | $17,112-84.7% | $13,956-81.3% | $11,601-77.5% |