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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 | $448,709 | $171,865+161.1% | $149,718+199.7% | $147,585+204.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.49% | 2113.29%-2100.8pp | 1501.67%-1489.2pp | 578.56%-566.1pp |
| Employer contribution / active EE | $23,233 | $6,275+270.2% | $5,445+326.7% | $4,876+376.4% |
| Participant deferral / active EE | $13,859 | $7,270+90.6% | $6,569+111.0% | $5,439+154.8% |
| Admin fee / account holder | $321,134 | $13,799+2227.1% | $11,283+2746.3% | $10,885+2850.1% |