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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 | $467,138 | $209,847+122.6% | $189,520+146.5% | $167,518+178.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.20% | 748.45%-724.2pp | 555.25%-531.0pp | 478.71%-454.5pp |
| Employer contribution / active EE | $8,333 | $6,913+20.5% | $6,161+35.3% | $4,838+72.2% |
| Participant deferral / active EE | $6,464 | $8,934-27.6% | $8,220-21.4% | $6,342+1.9% |
| Admin fee / account holder | $4,381 | $14,295-69.4% | $12,046-63.6% | $12,312-64.4% |