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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 | $254,564 | $150,447+69.2% | $136,298+86.8% | $147,586+72.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $9,435 | $5,256+79.5% | $4,696+100.9% | $4,876+93.5% |
| Participant deferral / active EE | $6,802 | $6,631+2.6% | $6,247+8.9% | $5,439+25.1% |
| Admin fee / account holder | $46,703 | $10,906+328.2% | $9,244+405.2% | $10,886+329.0% |