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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 | $498,207 | $209,847+137.4% | $189,520+162.9% | $167,518+197.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.97% | 748.45%-738.5pp | 555.25%-545.3pp | 478.71%-468.7pp |
| Employer contribution / active EE | $52,852 | $6,913+664.5% | $6,161+757.8% | $4,838+992.3% |
| Participant deferral / active EE | $22,750 | $8,934+154.7% | $8,220+176.8% | $6,342+258.7% |
| Admin fee / account holder | $9,558 | $14,295-33.1% | $12,046-20.7% | $12,312-22.4% |