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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 | $446,669 | $202,342+120.7% | $172,753+158.6% | $152,909+192.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.09% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $31,825 | $5,857+443.3% | $5,144+518.7% | $4,764+568.1% |
| Participant deferral / active EE | $22,776 | $5,948+282.9% | $5,198+338.2% | $5,851+289.2% |
| Admin fee / account holder | $19,364 | $17,112+13.2% | $13,956+38.8% | $11,601+66.9% |