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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 | $454,060 | $169,336+168.1% | $129,384+250.9% | $145,884+211.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.34% | 14408.70%-14380.4pp | 9461.77%-9433.4pp | 551.85%-523.5pp |
| Employer contribution / active EE | $15,000 | $5,540+170.8% | $4,153+261.2% | $4,662+221.7% |
| Participant deferral / active EE | $11,500 | $4,985+130.7% | $4,166+176.1% | $6,690+71.9% |
| Admin fee / account holder | $4,718 | $9,912-52.4% | $7,686-38.6% | $13,392-64.8% |