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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 | $396,943 | $202,342+96.2% | $172,753+129.8% | $152,909+159.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 36.39% | 1029.88%-993.5pp | 803.00%-766.6pp | 345.46%-309.1pp |
| Employer contribution / active EE | $7,376 | $5,857+25.9% | $5,144+43.4% | $4,764+54.8% |
| Participant deferral / active EE | $9,209 | $5,948+54.8% | $5,198+77.2% | $5,851+57.4% |
| Admin fee / account holder | $2,832 | $17,112-83.5% | $13,956-79.7% | $11,601-75.6% |