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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 | $324,614 | $171,867+88.9% | $149,721+116.8% | $147,586+119.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.75% | 2113.36%-2090.6pp | 1501.67%-1478.9pp | 578.59%-555.8pp |
| Employer contribution / active EE | $25,427 | $6,275+305.2% | $5,444+367.0% | $4,876+421.4% |
| Participant deferral / active EE | $11,822 | $7,270+62.6% | $6,568+80.0% | $5,439+117.4% |
| Admin fee / account holder | $28,464 | $13,799+106.3% | $11,282+152.3% | $10,886+161.5% |