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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 | $385,908 | $171,867+124.5% | $149,721+157.8% | $147,586+161.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.91% | 2113.36%-2102.5pp | 1501.67%-1490.8pp | 578.59%-567.7pp |
| Employer contribution / active EE | $10,393 | $6,275+65.6% | $5,444+90.9% | $4,876+113.1% |
| Participant deferral / active EE | $5,100 | $7,270-29.8% | $6,568-22.4% | $5,439-6.2% |
| Admin fee / account holder | $1,207 | $13,799-91.3% | $11,282-89.3% | $10,886-88.9% |