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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 | $357,059 | $202,342+76.5% | $172,753+106.7% | $152,909+133.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 770.13% | 1029.88%-259.7pp | 803.00%-32.9pp | 345.46%+424.7pp |
| Employer contribution / active EE | $15,894 | $5,857+171.3% | $5,144+209.0% | $4,764+233.6% |
| Participant deferral / active EE | $8,673 | $5,948+45.8% | $5,198+66.9% | $5,851+48.2% |
| Admin fee / account holder | $2,234 | $17,112-86.9% | $13,956-84.0% | $11,601-80.7% |