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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 | $481,607 | $209,847+129.5% | $189,520+154.1% | $167,518+187.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.63% | 748.45%-728.8pp | 555.25%-535.6pp | 478.71%-459.1pp |
| Employer contribution / active EE | $32,810 | $6,913+374.6% | $6,161+432.5% | $4,838+578.1% |
| Participant deferral / active EE | $22,033 | $8,934+146.6% | $8,220+168.0% | $6,342+247.4% |
| Admin fee / account holder | $18,056 | $14,295+26.3% | $12,046+49.9% | $12,312+46.6% |