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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 | $342,028 | $171,867+99.0% | $149,721+128.4% | $147,586+131.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.81% | 2113.36%-2103.6pp | 1501.67%-1491.9pp | 578.59%-568.8pp |
| Employer contribution / active EE | $21,595 | $6,275+244.2% | $5,444+296.7% | $4,876+342.9% |
| Participant deferral / active EE | $14,460 | $7,270+98.9% | $6,568+120.1% | $5,439+165.9% |
| Admin fee / account holder | $126,740 | $13,799+818.4% | $11,282+1023.3% | $10,886+1064.3% |