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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 | $272,766 | $138,114+97.5% | $125,391+117.5% | $134,545+102.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 702.11% | 750.88%-48.8pp | 572.41%+129.7pp | 418.37%+283.7pp |
| Employer contribution / active EE | $15,815 | $5,246+201.5% | $4,816+228.4% | $4,742+233.5% |
| Participant deferral / active EE | $13,566 | $7,801+73.9% | $7,448+82.1% | $6,401+111.9% |
| Admin fee / account holder | $393 | $11,570-96.6% | $10,009-96.1% | $11,431-96.6% |