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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 | $314,136 | $202,342+55.2% | $172,752+81.8% | $152,897+105.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.58% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $23,446 | $5,858+300.3% | $5,144+355.8% | $4,764+392.2% |
| Participant deferral / active EE | $15,313 | $5,948+157.4% | $5,198+194.6% | $5,851+161.7% |
| Admin fee / account holder | $11,909 | $17,111-30.4% | $13,955-14.7% | $11,599+2.7% |