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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 | $348,743 | $209,888+66.2% | $189,545+84.0% | $167,553+108.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.17% | 748.66%-732.5pp | 555.36%-539.2pp | 478.89%-462.7pp |
| Employer contribution / active EE | $13,043 | $6,915+88.6% | $6,162+111.7% | $4,840+169.5% |
| Participant deferral / active EE | $15,127 | $8,934+69.3% | $8,220+84.0% | $6,343+138.5% |
| Admin fee / account holder | $19,394 | $14,300+35.6% | $12,049+61.0% | $12,316+57.5% |