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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 | $457,735 | $202,342+126.2% | $172,753+165.0% | $152,909+199.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.63% | 1029.88%-1012.2pp | 803.00%-785.4pp | 345.46%-327.8pp |
| Employer contribution / active EE | $12,667 | $5,857+116.3% | $5,144+146.2% | $4,764+165.9% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $42,391 | $17,112+147.7% | $13,956+203.8% | $11,601+265.4% |