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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 | $250,351 | $171,867+45.7% | $149,721+67.2% | $147,586+69.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.95% | 2113.36%-2103.4pp | 1501.67%-1491.7pp | 578.59%-568.6pp |
| Employer contribution / active EE | $17,914 | $6,275+185.5% | $5,444+229.0% | $4,876+267.4% |
| Participant deferral / active EE | $11,384 | $7,270+56.6% | $6,568+73.3% | $5,439+109.3% |
| Admin fee / account holder | $14,121 | $13,799+2.3% | $11,282+25.2% | $10,886+29.7% |