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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 | $340,026 | $171,867+97.8% | $149,721+127.1% | $147,586+130.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.32% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $21,510 | $6,275+242.8% | $5,444+295.1% | $4,876+341.1% |
| Participant deferral / active EE | $16,979 | $7,270+133.6% | $6,568+158.5% | $5,439+212.2% |
| Admin fee / account holder | $107,974 | $13,799+682.5% | $11,282+857.0% | $10,886+891.9% |