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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 | $384,405 | $171,867+123.7% | $149,716+156.8% | $147,585+160.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.21% | 2113.36%-2092.1pp | 1501.67%-1480.5pp | 578.58%-557.4pp |
| Employer contribution / active EE | $8,560 | $6,275+36.4% | $5,444+57.2% | $4,876+75.5% |
| Participant deferral / active EE | $13,609 | $7,270+87.2% | $6,568+107.2% | $5,439+150.2% |
| Admin fee / account holder | $46,251 | $13,799+235.2% | $11,282+309.9% | $10,886+324.9% |