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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 | $379,758 | $209,888+80.9% | $189,545+100.4% | $167,553+126.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.11% | 748.66%-738.5pp | 555.36%-545.2pp | 478.89%-468.8pp |
| Employer contribution / active EE | $13,728 | $6,915+98.5% | $6,162+122.8% | $4,840+183.6% |
| Participant deferral / active EE | $16,497 | $8,934+84.7% | $8,220+100.7% | $6,343+160.1% |
| Admin fee / account holder | $2,090 | $14,300-85.4% | $12,049-82.7% | $12,316-83.0% |