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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 | $296,252 | $171,867+72.4% | $149,716+97.9% | $147,585+100.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.86% | 2113.36%-2090.5pp | 1501.67%-1478.8pp | 578.58%-555.7pp |
| Employer contribution / active EE | $15,873 | $6,275+153.0% | $5,444+191.5% | $4,876+225.5% |
| Participant deferral / active EE | $9,125 | $7,270+25.5% | $6,568+38.9% | $5,439+67.8% |
| Admin fee / account holder | $183,237 | $13,799+1227.9% | $11,282+1524.1% | $10,886+1583.3% |