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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 | $274,721 | $171,867+59.8% | $149,721+83.5% | $147,586+86.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.98% | 2113.36%-2099.4pp | 1501.67%-1487.7pp | 578.59%-564.6pp |
| Employer contribution / active EE | $9,711 | $6,275+54.8% | $5,444+78.4% | $4,876+99.1% |
| Participant deferral / active EE | $16,401 | $7,270+125.6% | $6,568+149.7% | $5,439+201.6% |
| Admin fee / account holder | $127,758 | $13,799+825.8% | $11,282+1032.4% | $10,886+1073.6% |