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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 | $776,761 | $171,867+352.0% | $149,716+418.8% | $147,585+426.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.59% | 2113.36%-2100.8pp | 1501.67%-1489.1pp | 578.58%-566.0pp |
| Employer contribution / active EE | $20,112 | $6,275+220.5% | $5,444+269.4% | $4,876+312.4% |
| Participant deferral / active EE | $13,485 | $7,270+85.5% | $6,568+105.3% | $5,439+147.9% |
| Admin fee / account holder | $28,872 | $13,799+109.2% | $11,282+155.9% | $10,886+165.2% |