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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 | $499,735 | $171,867+190.8% | $149,721+233.8% | $147,586+238.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.05% | 2113.36%-2102.3pp | 1501.67%-1490.6pp | 578.59%-567.5pp |
| Employer contribution / active EE | $21,740 | $6,275+246.5% | $5,444+299.3% | $4,876+345.8% |
| Participant deferral / active EE | $12,436 | $7,270+71.1% | $6,568+89.3% | $5,439+128.6% |
| Admin fee / account holder | $17,000 | $13,799+23.2% | $11,282+50.7% | $10,886+56.2% |