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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 | $900,824 | $209,847+329.3% | $189,520+375.3% | $167,518+437.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 748.45%-732.1pp | 555.25%-538.9pp | 478.71%-462.3pp |
| Employer contribution / active EE | $27,215 | $6,913+293.7% | $6,161+341.7% | $4,838+462.5% |
| Participant deferral / active EE | $20,620 | $8,934+130.8% | $8,220+150.8% | $6,342+225.1% |
| Admin fee / account holder | $27,576 | $14,295+92.9% | $12,046+128.9% | $12,312+124.0% |