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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 | $367,813 | $171,867+114.0% | $149,721+145.7% | $147,586+149.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.43% | 2113.36%-2099.9pp | 1501.67%-1488.2pp | 578.59%-565.2pp |
| Employer contribution / active EE | $5,714 | $6,275-8.9% | $5,444+5.0% | $4,876+17.2% |
| Participant deferral / active EE | $9,229 | $7,270+26.9% | $6,568+40.5% | $5,439+69.7% |
| Admin fee / account holder | $346 | $13,799-97.5% | $11,282-96.9% | $10,886-96.8% |