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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 | $276,450 | $171,867+60.9% | $149,721+84.6% | $147,586+87.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.69% | 2113.36%-2092.7pp | 1501.67%-1481.0pp | 578.59%-557.9pp |
| Employer contribution / active EE | $15,796 | $6,275+151.8% | $5,444+190.1% | $4,876+223.9% |
| Participant deferral / active EE | $14,242 | $7,270+95.9% | $6,568+116.8% | $5,439+161.9% |
| Admin fee / account holder | $3,406 | $13,799-75.3% | $11,282-69.8% | $10,886-68.7% |