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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 | $292,664 | $171,865+70.3% | $149,718+95.5% | $147,585+98.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.48% | 2113.29%-2102.8pp | 1501.67%-1491.2pp | 578.56%-568.1pp |
| Employer contribution / active EE | $7,989 | $6,275+27.3% | $5,445+46.7% | $4,876+63.8% |
| Participant deferral / active EE | $5,724 | $7,270-21.3% | $6,569-12.9% | $5,439+5.3% |
| Admin fee / account holder | $13,426 | $13,799-2.7% | $11,283+19.0% | $10,885+23.3% |