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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 | $355,412 | $202,342+75.6% | $172,753+105.7% | $152,909+132.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.26% | 1029.88%-1014.6pp | 803.00%-787.7pp | 345.46%-330.2pp |
| Employer contribution / active EE | $17,929 | $5,857+206.1% | $5,144+248.6% | $4,764+276.4% |
| Participant deferral / active EE | $23,000 | $5,948+286.7% | $5,198+342.5% | $5,851+293.1% |
| Admin fee / account holder | $16,127 | $17,112-5.8% | $13,956+15.6% | $11,601+39.0% |