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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 | $544,415 | $171,867+216.8% | $149,716+263.6% | $147,585+268.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.02% | 2113.36%-2103.3pp | 1501.67%-1491.6pp | 578.58%-568.6pp |
| Employer contribution / active EE | $10,526 | $6,275+67.8% | $5,444+93.3% | $4,876+115.8% |
| Participant deferral / active EE | $7,935 | $7,270+9.1% | $6,568+20.8% | $5,439+45.9% |
| Admin fee / account holder | $875 | $13,799-93.7% | $11,282-92.2% | $10,886-92.0% |