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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 | $252,625 | $209,847+20.4% | $189,520+33.3% | $167,518+50.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.81% | 748.45%-728.6pp | 555.25%-535.4pp | 478.71%-458.9pp |
| Employer contribution / active EE | $4,930 | $6,913-28.7% | $6,161-20.0% | $4,838+1.9% |
| Participant deferral / active EE | $25,000 | $8,934+179.8% | $8,220+204.1% | $6,342+294.2% |
| Admin fee / account holder | $4,932 | $14,295-65.5% | $12,046-59.1% | $12,312-59.9% |