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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 | $547,486 | $171,867+218.6% | $149,721+265.7% | $147,586+271.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 88.46% | 2113.36%-2024.9pp | 1501.67%-1413.2pp | 578.59%-490.1pp |
| Employer contribution / active EE | $2,970 | $6,275-52.7% | $5,444-45.5% | $4,876-39.1% |
| Participant deferral / active EE | $16,750 | $7,270+130.4% | $6,568+155.0% | $5,439+208.0% |
| Admin fee / account holder | $44,720 | $13,799+224.1% | $11,282+296.4% | $10,886+310.8% |