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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 | $462,033 | $171,867+168.8% | $149,716+208.6% | $147,585+213.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.72% | 2113.36%-2092.6pp | 1501.67%-1480.9pp | 578.58%-557.9pp |
| Employer contribution / active EE | $6,877 | $6,275+9.6% | $5,444+26.3% | $4,876+41.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,645 | $13,799-88.1% | $11,282-85.4% | $10,886-84.9% |