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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 | $270,167 | $171,867+57.2% | $149,721+80.4% | $147,586+83.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.21% | 2113.36%-2098.2pp | 1501.67%-1486.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $10,652 | $6,275+69.8% | $5,444+95.6% | $4,876+118.4% |
| Participant deferral / active EE | $11,595 | $7,270+59.5% | $6,568+76.5% | $5,439+113.2% |
| Admin fee / account holder | $2,203 | $13,799-84.0% | $11,282-80.5% | $10,886-79.8% |