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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 | $436,146 | $209,847+107.8% | $189,520+130.1% | $167,518+160.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 31.75% | 748.45%-716.7pp | 555.25%-523.5pp | 478.71%-447.0pp |
| Employer contribution / active EE | $7,126 | $6,913+3.1% | $6,161+15.7% | $4,838+47.3% |
| Participant deferral / active EE | $7,907 | $8,934-11.5% | $8,220-3.8% | $6,342+24.7% |
| Admin fee / account holder | $602 | $14,295-95.8% | $12,046-95.0% | $12,312-95.1% |