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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 | $305,513 | $202,342+51.0% | $172,753+76.9% | $152,909+99.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.83% | 1029.88%-1016.1pp | 803.00%-789.2pp | 345.46%-331.6pp |
| Employer contribution / active EE | $19,897 | $5,857+239.7% | $5,144+286.8% | $4,764+317.7% |
| Participant deferral / active EE | $13,075 | $5,948+119.8% | $5,198+151.6% | $5,851+123.5% |
| Admin fee / account holder | $3,680 | $17,112-78.5% | $13,956-73.6% | $11,601-68.3% |