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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 | $261,485 | $202,342+29.2% | $172,752+51.4% | $152,897+71.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 44.62% | 1029.83%-985.2pp | 802.97%-758.4pp | 345.43%-300.8pp |
| Employer contribution / active EE | $3,288 | $5,858-43.9% | $5,144-36.1% | $4,764-31.0% |
| Participant deferral / active EE | $9,219 | $5,948+55.0% | $5,198+77.4% | $5,851+57.6% |
| Admin fee / account holder | $29,579 | $17,111+72.9% | $13,955+112.0% | $11,599+155.0% |