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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 | $369,811 | $202,342+82.8% | $172,753+114.1% | $152,909+141.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 18.08% | 1029.88%-1011.8pp | 803.00%-784.9pp | 345.46%-327.4pp |
| Employer contribution / active EE | $21,233 | $5,857+262.5% | $5,144+312.8% | $4,764+345.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,589 | $17,112-79.0% | $13,956-74.3% | $11,601-69.1% |