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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 | $298,468 | $183,516+62.6% | $155,534+91.9% | $145,884+104.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3221.93% | 61.43%+3160.5pp | 64.92%+3157.0pp | 551.85%+2670.1pp |
| Employer contribution / active EE | $4,448 | $5,315-16.3% | $4,675-4.9% | $4,662-4.6% |
| Participant deferral / active EE | $2,875 | $6,467-55.5% | $5,630-48.9% | $6,690-57.0% |
| Admin fee / account holder | $2,175 | $19,293-88.7% | $15,900-86.3% | $13,392-83.8% |