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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 | $418,073 | $202,345+106.6% | $172,755+142.0% | $152,885+173.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.77% | 1029.77%-1003.0pp | 802.94%-776.2pp | 345.39%-318.6pp |
| Employer contribution / active EE | $16,583 | $5,858+183.1% | $5,144+222.4% | $4,763+248.2% |
| Participant deferral / active EE | $4,029 | $5,948-32.3% | $5,198-22.5% | $5,851-31.1% |
| Admin fee / account holder | $3,929 | $17,111-77.0% | $13,955-71.8% | $11,598-66.1% |