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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 | $644,100 | $171,867+274.8% | $149,721+330.2% | $147,586+336.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.65% | 2113.36%-2099.7pp | 1501.67%-1488.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $16,733 | $6,275+166.7% | $5,444+207.4% | $4,876+243.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42,073 | $13,799+204.9% | $11,282+272.9% | $10,886+286.5% |