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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 | $287,218 | $209,888+36.8% | $189,545+51.5% | $167,553+71.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 65.18% | 748.66%-683.5pp | 555.36%-490.2pp | 478.89%-413.7pp |
| Employer contribution / active EE | $14,733 | $6,915+113.0% | $6,162+139.1% | $4,840+204.4% |
| Participant deferral / active EE | $11,414 | $8,934+27.8% | $8,220+38.8% | $6,343+80.0% |
| Admin fee / account holder | $1,060 | $14,300-92.6% | $12,049-91.2% | $12,316-91.4% |