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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 | $378,183 | $209,888+80.2% | $189,545+99.5% | $167,553+125.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.06% | 748.66%-727.6pp | 555.36%-534.3pp | 478.89%-457.8pp |
| Employer contribution / active EE | $27,075 | $6,915+291.5% | $6,162+339.4% | $4,840+459.4% |
| Participant deferral / active EE | $15,625 | $8,934+74.9% | $8,220+90.1% | $6,343+146.3% |
| Admin fee / account holder | $10,218 | $14,300-28.5% | $12,049-15.2% | $12,316-17.0% |