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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 | $520,806 | $198,457+162.4% | $170,435+205.6% | $147,586+252.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.62% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $16,498 | $6,183+166.8% | $5,432+203.7% | $4,876+238.3% |
| Participant deferral / active EE | $7,528 | $5,629+33.7% | $4,939+52.4% | $5,439+38.4% |
| Admin fee / account holder | $29,429 | $16,852+74.6% | $13,881+112.0% | $10,886+170.3% |