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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 | $464,522 | $171,867+170.3% | $149,716+210.3% | $147,585+214.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.93% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.58%-563.7pp |
| Employer contribution / active EE | $8,824 | $6,275+40.6% | $5,444+62.1% | $4,876+80.9% |
| Participant deferral / active EE | $13,588 | $7,270+86.9% | $6,568+106.9% | $5,439+149.8% |
| Admin fee / account holder | $22,328 | $13,799+61.8% | $11,282+97.9% | $10,886+105.1% |