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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 | $340,608 | $171,867+98.2% | $149,721+127.5% | $147,586+130.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.07% | 2113.36%-2098.3pp | 1501.67%-1486.6pp | 578.59%-563.5pp |
| Employer contribution / active EE | $13,217 | $6,275+110.7% | $5,444+142.8% | $4,876+171.1% |
| Participant deferral / active EE | $8,692 | $7,270+19.6% | $6,568+32.3% | $5,439+59.8% |
| Admin fee / account holder | $5,321 | $13,799-61.4% | $11,282-52.8% | $10,886-51.1% |