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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 | $301,690 | $88,710+240.1% | $81,783+268.9% | $145,959+106.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.66% | 1027.26%-990.6pp | 775.05%-738.4pp | 561.95%-525.3pp |
| Employer contribution / active EE | $17,429 | $3,083+465.3% | $2,913+498.4% | $4,661+274.0% |
| Participant deferral / active EE | $12,471 | $4,645+168.5% | $4,320+188.7% | $6,689+86.5% |
| Admin fee / account holder | $24,361 | $8,407+189.8% | $7,380+230.1% | $13,398+81.8% |