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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 | $350,532 | $209,888+67.0% | $189,545+84.9% | $167,553+109.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.25% | 748.66%-730.4pp | 555.36%-537.1pp | 478.89%-460.6pp |
| Employer contribution / active EE | $19,262 | $6,915+178.5% | $6,162+212.6% | $4,840+298.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12,827 | $14,300-10.3% | $12,049+6.5% | $12,316+4.1% |