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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 | $408,418 | $171,867+137.6% | $149,721+172.8% | $147,586+176.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.15% | 2113.36%-2092.2pp | 1501.67%-1480.5pp | 578.59%-557.4pp |
| Employer contribution / active EE | $22,788 | $6,275+263.2% | $5,444+318.6% | $4,876+367.3% |
| Participant deferral / active EE | $15,659 | $7,270+115.4% | $6,568+138.4% | $5,439+187.9% |
| Admin fee / account holder | $420 | $13,799-97.0% | $11,282-96.3% | $10,886-96.1% |