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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 | $357,729 | $209,888+70.4% | $189,545+88.7% | $167,553+113.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.51% | 748.66%-738.2pp | 555.36%-544.9pp | 478.89%-468.4pp |
| Employer contribution / active EE | $19,930 | $6,915+188.2% | $6,162+223.4% | $4,840+311.8% |
| Participant deferral / active EE | $12,231 | $8,934+36.9% | $8,220+48.8% | $6,343+92.8% |
| Admin fee / account holder | $3,042 | $14,300-78.7% | $12,049-74.8% | $12,316-75.3% |