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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 | $393,182 | $209,847+87.4% | $189,520+107.5% | $167,518+134.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.10% | 748.45%-731.3pp | 555.25%-538.1pp | 478.71%-461.6pp |
| Employer contribution / active EE | $6,024 | $6,913-12.9% | $6,161-2.2% | $4,838+24.5% |
| Participant deferral / active EE | $18,733 | $8,934+109.7% | $8,220+127.9% | $6,342+195.4% |
| Admin fee / account holder | $3,484 | $14,295-75.6% | $12,046-71.1% | $12,312-71.7% |