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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 | $300,532 | $138,076+117.7% | $123,553+143.2% | $135,380+122.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 560.11% | 153.70%+406.4pp | 119.21%+440.9pp | 519.81%+40.3pp |
| Employer contribution / active EE | $13,342 | $5,152+159.0% | $4,628+188.3% | $4,779+179.2% |
| Participant deferral / active EE | $10,250 | $6,800+50.7% | $6,426+59.5% | $5,609+82.7% |
| Admin fee / account holder | $104,879 | $10,917+860.7% | $9,284+1029.6% | $10,828+868.6% |