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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 | $441,368 | $202,342+118.1% | $172,753+155.5% | $152,909+188.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.84% | 1029.88%-1006.0pp | 803.00%-779.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $29,809 | $5,857+408.9% | $5,144+479.5% | $4,764+525.7% |
| Participant deferral / active EE | $21,766 | $5,948+265.9% | $5,198+318.8% | $5,851+272.0% |
| Admin fee / account holder | $3,580 | $17,112-79.1% | $13,956-74.3% | $11,601-69.1% |