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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 | $453,198 | $171,867+163.7% | $149,721+202.7% | $147,586+207.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.61% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $23,333 | $6,275+271.9% | $5,444+328.6% | $4,876+378.5% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $3,064 | $13,799-77.8% | $11,282-72.8% | $10,886-71.9% |