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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 | $315,022 | $202,342+55.7% | $172,753+82.4% | $152,909+106.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.21% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $18,462 | $5,857+215.2% | $5,144+258.9% | $4,764+287.6% |
| Participant deferral / active EE | $7,384 | $5,948+24.1% | $5,198+42.1% | $5,851+26.2% |
| Admin fee / account holder | $11,839 | $17,112-30.8% | $13,956-15.2% | $11,601+2.1% |