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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 | $353,685 | $160,040+121.0% | $147,096+140.4% | $145,877+142.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 357.45% | 98.49%+259.0pp | 419.75%-62.3pp | 551.28%-193.8pp |
| Employer contribution / active EE | $22,515 | $5,289+325.7% | $4,936+356.2% | $4,663+382.9% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,691+203.9% |
| Admin fee / account holder | $706 | $15,050-95.3% | $13,005-94.6% | $13,402-94.7% |