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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 | $411,633 | $209,888+96.1% | $189,545+117.2% | $167,553+145.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.79% | 748.66%-733.9pp | 555.36%-540.6pp | 478.89%-464.1pp |
| Employer contribution / active EE | $3,795 | $6,915-45.1% | $6,162-38.4% | $4,840-21.6% |
| Participant deferral / active EE | $8,810 | $8,934-1.4% | $8,220+7.2% | $6,343+38.9% |
| Admin fee / account holder | $46,555 | $14,300+225.6% | $12,049+286.4% | $12,316+278.0% |