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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 | $333,597 | $232,540+43.5% | $185,117+80.2% | $147,586+126.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 784.31% | 43.03%+741.3pp | 40.50%+743.8pp | 578.59%+205.7pp |
| Employer contribution / active EE | $12,660 | $5,195+143.7% | $4,182+202.8% | $4,876+159.6% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $404 | $10,275-96.1% | $8,159-95.1% | $10,886-96.3% |