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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 | $427,065 | $202,342+111.1% | $172,753+147.2% | $152,909+179.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.11% | 1029.88%-1010.8pp | 803.00%-783.9pp | 345.46%-326.4pp |
| Employer contribution / active EE | $9,450 | $5,857+61.3% | $5,144+83.7% | $4,764+98.4% |
| Participant deferral / active EE | $11,813 | $5,948+98.6% | $5,198+127.3% | $5,851+101.9% |
| Admin fee / account holder | $159,766 | $17,112+833.7% | $13,956+1044.8% | $11,601+1277.2% |