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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 | $342,013 | $209,847+63.0% | $189,520+80.5% | $167,518+104.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.79% | 748.45%-722.7pp | 555.25%-529.5pp | 478.71%-452.9pp |
| Employer contribution / active EE | $11,542 | $6,913+67.0% | $6,161+87.3% | $4,838+138.5% |
| Participant deferral / active EE | $6,500 | $8,934-27.2% | $8,220-20.9% | $6,342+2.5% |
| Admin fee / account holder | $269,419 | $14,295+1784.7% | $12,046+2136.6% | $12,312+2088.2% |