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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 | $394,177 | $171,867+129.4% | $149,718+163.3% | $147,585+167.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.47% | 2113.36%-2096.9pp | 1501.70%-1485.2pp | 578.57%-562.1pp |
| Employer contribution / active EE | $12,000 | $6,275+91.2% | $5,444+120.4% | $4,876+146.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,041 | $13,799-27.2% | $11,283-11.0% | $10,885-7.8% |