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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 | $412,733 | $72,465+469.6% | $67,575+510.8% | $145,884+182.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.34% | 7222.56%-7202.2pp | 3528.98%-3508.6pp | 551.85%-531.5pp |
| Employer contribution / active EE | $20,819 | $3,074+577.4% | $2,736+661.1% | $4,662+346.5% |
| Participant deferral / active EE | $6,940 | $4,786+45.0% | $4,003+73.3% | $6,690+3.7% |
| Admin fee / account holder | $2,684 | $5,515-51.3% | $3,993-32.8% | $13,392-80.0% |