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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 | $313,970 | $138,114+127.3% | $125,391+150.4% | $134,545+133.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.53% | 750.88%-749.4pp | 572.41%-570.9pp | 418.37%-416.8pp |
| Employer contribution / active EE | $13,179 | $5,246+151.2% | $4,816+173.7% | $4,742+177.9% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $9,841 | $11,570-14.9% | $10,009-1.7% | $11,431-13.9% |