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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 | $423,764 | $209,847+101.9% | $189,520+123.6% | $167,518+153.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.78% | 748.45%-725.7pp | 555.25%-532.5pp | 478.71%-455.9pp |
| Employer contribution / active EE | $7,872 | $6,913+13.9% | $6,161+27.8% | $4,838+62.7% |
| Participant deferral / active EE | $14,487 | $8,934+62.2% | $8,220+76.2% | $6,342+128.4% |
| Admin fee / account holder | $9,402 | $14,295-34.2% | $12,046-22.0% | $12,312-23.6% |