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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 | $297,979 | $202,342+47.3% | $172,753+72.5% | $152,909+94.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.93% | 1029.88%-1012.9pp | 803.00%-786.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $16,154 | $5,857+175.8% | $5,144+214.1% | $4,764+239.1% |
| Participant deferral / active EE | $11,514 | $5,948+93.6% | $5,198+121.5% | $5,851+96.8% |
| Admin fee / account holder | $289,069 | $17,112+1589.3% | $13,956+1971.4% | $11,601+2391.8% |