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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 | $485,165 | $202,342+139.8% | $172,752+180.8% | $152,897+217.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 85.00% | 1029.83%-944.8pp | 802.97%-718.0pp | 345.43%-260.4pp |
| Employer contribution / active EE | $6,397 | $5,858+9.2% | $5,144+24.4% | $4,764+34.3% |
| Participant deferral / active EE | $8,917 | $5,948+49.9% | $5,198+71.5% | $5,851+52.4% |
| Admin fee / account holder | $3,806 | $17,111-77.8% | $13,955-72.7% | $11,599-67.2% |