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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 | $340,465 | $171,867+98.1% | $149,721+127.4% | $147,586+130.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.14% | 2113.36%-2087.2pp | 1501.67%-1475.5pp | 578.59%-552.4pp |
| Employer contribution / active EE | $12,630 | $6,275+101.3% | $5,444+132.0% | $4,876+159.0% |
| Participant deferral / active EE | $16,432 | $7,270+126.0% | $6,568+150.2% | $5,439+202.1% |
| Admin fee / account holder | $10,470 | $13,799-24.1% | $11,282-7.2% | $10,886-3.8% |