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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 | $445,308 | $171,867+159.1% | $149,721+197.4% | $147,586+201.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.56% | 2113.36%-2103.8pp | 1501.67%-1492.1pp | 578.59%-569.0pp |
| Employer contribution / active EE | $43,800 | $6,275+598.1% | $5,444+704.5% | $4,876+798.2% |
| Participant deferral / active EE | $14,141 | $7,270+94.5% | $6,568+115.3% | $5,439+160.0% |
| Admin fee / account holder | $6,947 | $13,799-49.7% | $11,282-38.4% | $10,886-36.2% |