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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 | $304,658 | $97,732+211.7% | $83,831+263.4% | $135,380+125.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 298.97% | 1287.56%-988.6pp | 850.99%-552.0pp | 519.81%-220.8pp |
| Employer contribution / active EE | $11,996 | $4,222+184.1% | $3,631+230.4% | $4,779+151.0% |
| Participant deferral / active EE | $7,479 | $4,683+59.7% | $4,082+83.2% | $5,609+33.3% |
| Admin fee / account holder | $6,360 | $6,675-4.7% | $5,479+16.1% | $10,828-41.3% |