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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 | $310,964 | $202,345+53.7% | $172,755+80.0% | $152,885+103.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.60% | 1029.77%-1000.2pp | 802.94%-773.3pp | 345.39%-315.8pp |
| Employer contribution / active EE | $19,475 | $5,858+232.5% | $5,144+278.6% | $4,763+308.9% |
| Participant deferral / active EE | $12,310 | $5,948+107.0% | $5,198+136.8% | $5,851+110.4% |
| Admin fee / account holder | $3,004 | $17,111-82.4% | $13,955-78.5% | $11,598-74.1% |