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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 | $401,283 | $171,867+133.5% | $149,721+168.0% | $147,586+171.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.28% | 2113.36%-2097.1pp | 1501.67%-1485.4pp | 578.59%-562.3pp |
| Employer contribution / active EE | $14,266 | $6,275+127.4% | $5,444+162.0% | $4,876+192.6% |
| Participant deferral / active EE | $16,967 | $7,270+133.4% | $6,568+158.3% | $5,439+212.0% |
| Admin fee / account holder | $18,852 | $13,799+36.6% | $11,282+67.1% | $10,886+73.2% |