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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 | $518,537 | $202,342+156.3% | $172,753+200.2% | $152,909+239.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.79% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $31,431 | $5,857+436.6% | $5,144+511.0% | $4,764+559.8% |
| Participant deferral / active EE | $19,880 | $5,948+234.2% | $5,198+282.5% | $5,851+239.7% |
| Admin fee / account holder | $58,785 | $17,112+243.5% | $13,956+321.2% | $11,601+406.7% |