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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 | $284,479 | $209,847+35.6% | $189,520+50.1% | $167,518+69.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.74% | 748.45%-732.7pp | 555.25%-539.5pp | 478.71%-463.0pp |
| Employer contribution / active EE | $19,143 | $6,913+176.9% | $6,161+210.7% | $4,838+295.6% |
| Participant deferral / active EE | $6,070 | $8,934-32.1% | $8,220-26.2% | $6,342-4.3% |
| Admin fee / account holder | $2,288 | $14,295-84.0% | $12,046-81.0% | $12,312-81.4% |