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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 | $513,213 | $100,060+412.9% | $149,721+242.8% | $70,126+631.8% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 480.18% | 27.46%+452.7pp | 1501.67%-1021.5pp | 73.15%+407.0pp |
| Employer contribution / active EE | $29,889 | $3,661+716.4% | $5,444+449.0% | $2,343+1175.9% |
| Participant deferral / active EE | $10,502 | $4,982+110.8% | $6,568+59.9% | $3,332+215.2% |
| Admin fee / account holder | $686 | $8,285-91.7% | $11,282-93.9% | $4,645-85.2% |