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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 | $289,859 | $202,342+43.3% | $172,752+67.8% | $152,897+89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 71.63% | 1029.83%-958.2pp | 802.97%-731.3pp | 345.43%-273.8pp |
| Employer contribution / active EE | $7,988 | $5,858+36.4% | $5,144+55.3% | $4,764+67.7% |
| Participant deferral / active EE | $19,010 | $5,948+219.6% | $5,198+265.7% | $5,851+224.9% |
| Admin fee / account holder | $2,344 | $17,111-86.3% | $13,955-83.2% | $11,599-79.8% |