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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 | $463,348 | $209,888+120.8% | $189,545+144.5% | $167,553+176.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.19% | 748.66%-734.5pp | 555.36%-541.2pp | 478.89%-464.7pp |
| Employer contribution / active EE | $7,095 | $6,915+2.6% | $6,162+15.1% | $4,840+46.6% |
| Participant deferral / active EE | $13,348 | $8,934+49.4% | $8,220+62.4% | $6,343+110.5% |
| Admin fee / account holder | $5,843 | $14,300-59.1% | $12,049-51.5% | $12,316-52.6% |