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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 | $266,472 | $202,342+31.7% | $172,753+54.3% | $152,909+74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.19% | 1029.88%-1015.7pp | 803.00%-788.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $11,063 | $5,857+88.9% | $5,144+115.1% | $4,764+132.2% |
| Participant deferral / active EE | $5,813 | $5,948-2.3% | $5,198+11.8% | $5,851-0.7% |
| Admin fee / account holder | $5,132 | $17,112-70.0% | $13,956-63.2% | $11,601-55.8% |