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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 | $549,041 | $171,867+219.5% | $149,721+266.7% | $147,586+272.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.59% | 2113.36%-2094.8pp | 1501.67%-1483.1pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,624 | $6,275-42.2% | $5,444-33.4% | $4,876-25.7% |
| Participant deferral / active EE | $12,436 | $7,270+71.1% | $6,568+89.3% | $5,439+128.7% |
| Admin fee / account holder | $1,046 | $13,799-92.4% | $11,282-90.7% | $10,886-90.4% |