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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 | $264,667 | $209,888+26.1% | $189,545+39.6% | $167,553+58.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.76% | 748.66%-724.9pp | 555.36%-531.6pp | 478.89%-455.1pp |
| Employer contribution / active EE | $37,814 | $6,915+446.8% | $6,162+513.6% | $4,840+681.3% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,270 | $14,300-21.2% | $12,049-6.5% | $12,316-8.5% |