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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 | $1,133,519 | $176,077+543.8% | $159,455+610.9% | $167,518+576.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.11% | 331.83%-302.7pp | 263.63%-234.5pp | 478.71%-449.6pp |
| Employer contribution / active EE | $27,500 | $5,298+419.1% | $4,830+469.3% | $4,838+468.4% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+310.0% |
| Admin fee / account holder | $41,987 | $12,556+234.4% | $10,800+288.8% | $12,312+241.0% |