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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 | $550,039 | $202,342+171.8% | $172,753+218.4% | $152,909+259.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.45% | 1029.88%-1014.4pp | 803.00%-787.5pp | 345.46%-330.0pp |
| Employer contribution / active EE | $10,526 | $5,857+79.7% | $5,144+104.6% | $4,764+121.0% |
| Participant deferral / active EE | $8,083 | $5,948+35.9% | $5,198+55.5% | $5,851+38.1% |
| Admin fee / account holder | $18,688 | $17,112+9.2% | $13,956+33.9% | $11,601+61.1% |