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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 | $292,544 | $171,867+70.2% | $149,721+95.4% | $147,586+98.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.09% | 2113.36%-2101.3pp | 1501.67%-1489.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $11,661 | $6,275+85.8% | $5,444+114.2% | $4,876+139.1% |
| Participant deferral / active EE | $9,286 | $7,270+27.7% | $6,568+41.4% | $5,439+70.7% |
| Admin fee / account holder | $2,129 | $13,799-84.6% | $11,282-81.1% | $10,886-80.4% |