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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 | $724,637 | $209,422+246.0% | $178,503+306.0% | $158,982+355.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4158.23% | 188.81%+3969.4pp | 151.12%+4007.1pp | 302.99%+3855.2pp |
| Employer contribution / active EE | $26,301 | $5,707+360.9% | $5,011+424.9% | $4,763+452.2% |
| Participant deferral / active EE | $18,012 | $5,955+202.5% | $5,202+246.2% | $5,983+201.0% |
| Admin fee / account holder | $2,618 | $17,079-84.7% | $13,987-81.3% | $11,252-76.7% |