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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 | $495,417 | $171,867+188.3% | $149,721+230.9% | $147,586+235.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.96% | 2113.36%-2091.4pp | 1501.67%-1479.7pp | 578.59%-556.6pp |
| Employer contribution / active EE | $14,644 | $6,275+133.4% | $5,444+169.0% | $4,876+200.3% |
| Participant deferral / active EE | $21,627 | $7,270+197.5% | $6,568+229.3% | $5,439+297.6% |
| Admin fee / account holder | $1,328 | $13,799-90.4% | $11,282-88.2% | $10,886-87.8% |