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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 | $397,323 | $209,888+89.3% | $189,545+109.6% | $167,553+137.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.81% | 748.66%-734.8pp | 555.36%-541.5pp | 478.89%-465.1pp |
| Employer contribution / active EE | $37,727 | $6,915+445.6% | $6,162+512.2% | $4,840+679.5% |
| Participant deferral / active EE | $11,544 | $8,934+29.2% | $8,220+40.4% | $6,343+82.0% |
| Admin fee / account holder | $2,003 | $14,300-86.0% | $12,049-83.4% | $12,316-83.7% |