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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 | $346,775 | $150,447+130.5% | $136,298+154.4% | $147,586+135.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1459.30% | 1049.15%+410.1pp | 5156.27%-3697.0pp | 578.59%+880.7pp |
| Employer contribution / active EE | $27,674 | $5,256+426.5% | $4,696+489.4% | $4,876+467.5% |
| Participant deferral / active EE | $26,563 | $6,631+300.6% | $6,247+325.2% | $5,439+388.4% |
| Admin fee / account holder | $63,177 | $10,906+479.3% | $9,244+583.4% | $10,886+480.4% |