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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 | $376,457 | $171,867+119.0% | $149,721+151.4% | $147,586+155.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.44% | 2113.36%-2093.9pp | 1501.67%-1482.2pp | 578.59%-559.1pp |
| Employer contribution / active EE | $12,725 | $6,275+102.8% | $5,444+133.7% | $4,876+160.9% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $4,000 | $13,799-71.0% | $11,282-64.5% | $10,886-63.3% |