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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 | $589,100 | $171,865+242.8% | $149,718+293.5% | $147,585+299.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.41% | 2113.29%-2098.9pp | 1501.67%-1487.3pp | 578.56%-564.2pp |
| Employer contribution / active EE | $37,800 | $6,275+502.4% | $5,445+594.2% | $4,876+675.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15,503 | $13,799+12.3% | $11,283+37.4% | $10,885+42.4% |