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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 | $436,731 | $209,874+108.1% | $189,537+130.4% | $167,536+160.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 57.26% | 748.61%-691.4pp | 555.34%-498.1pp | 478.82%-421.6pp |
| Employer contribution / active EE | $7,531 | $6,913+8.9% | $6,161+22.2% | $4,839+55.6% |
| Participant deferral / active EE | $8,779 | $8,934-1.7% | $8,220+6.8% | $6,342+38.4% |
| Admin fee / account holder | $2,367 | $14,299-83.4% | $12,048-80.4% | $12,315-80.8% |