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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 | $370,096 | $171,867+115.3% | $149,716+147.2% | $147,585+150.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.96% | 2113.36%-2100.4pp | 1501.67%-1488.7pp | 578.58%-565.6pp |
| Employer contribution / active EE | $1,364 | $6,275-78.3% | $5,444-75.0% | $4,876-72.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,316 | $13,799+3.7% | $11,282+26.9% | $10,886+31.5% |