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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 | $453,104 | $202,342+123.9% | $172,753+162.3% | $152,909+196.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 36.44% | 1029.88%-993.4pp | 803.00%-766.6pp | 345.46%-309.0pp |
| Employer contribution / active EE | $12,375 | $5,857+111.3% | $5,144+140.6% | $4,764+159.8% |
| Participant deferral / active EE | $11,485 | $5,948+93.1% | $5,198+121.0% | $5,851+96.3% |
| Admin fee / account holder | $2,415 | $17,112-85.9% | $13,956-82.7% | $11,601-79.2% |