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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 | $281,188 | $171,867+63.6% | $149,721+87.8% | $147,586+90.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.15% | 2113.36%-2084.2pp | 1501.67%-1472.5pp | 578.59%-549.4pp |
| Employer contribution / active EE | $11,035 | $6,275+75.9% | $5,444+102.7% | $4,876+126.3% |
| Participant deferral / active EE | $11,097 | $7,270+52.6% | $6,568+68.9% | $5,439+104.0% |
| Admin fee / account holder | $1,402 | $13,799-89.8% | $11,282-87.6% | $10,886-87.1% |