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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 | $456,000 | $202,345+125.4% | $172,755+164.0% | $152,885+198.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.28% | 1029.77%-1000.5pp | 802.94%-773.7pp | 345.39%-316.1pp |
| Employer contribution / active EE | $14,051 | $5,858+139.9% | $5,144+173.2% | $4,763+195.0% |
| Participant deferral / active EE | $8,303 | $5,948+39.6% | $5,198+59.7% | $5,851+41.9% |
| Admin fee / account holder | $3,879 | $17,111-77.3% | $13,955-72.2% | $11,598-66.6% |