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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 | $469,004 | $171,867+172.9% | $149,721+213.3% | $147,586+217.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.77% | 2113.36%-2100.6pp | 1501.67%-1488.9pp | 578.59%-565.8pp |
| Employer contribution / active EE | $23,817 | $6,275+279.6% | $5,444+337.5% | $4,876+388.4% |
| Participant deferral / active EE | $13,890 | $7,270+91.1% | $6,568+111.5% | $5,439+155.4% |
| Admin fee / account holder | $152,781 | $13,799+1007.2% | $11,282+1254.2% | $10,886+1303.5% |