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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 | $314,939 | $180,459+74.5% | $154,108+104.4% | $135,380+132.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.17% | 888.21%-875.0pp | 735.21%-722.0pp | 519.81%-506.6pp |
| Employer contribution / active EE | $11,444 | $6,035+89.6% | $5,298+116.0% | $4,779+139.5% |
| Participant deferral / active EE | $6,700 | $5,806+15.4% | $5,081+31.9% | $5,609+19.5% |
| Admin fee / account holder | $26,756 | $16,145+65.7% | $13,411+99.5% | $10,828+147.1% |