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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 | $346,814 | $171,867+101.8% | $149,721+131.6% | $147,586+135.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.06% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.59%-560.5pp |
| Employer contribution / active EE | $14,614 | $6,275+132.9% | $5,444+168.4% | $4,876+199.7% |
| Participant deferral / active EE | $14,792 | $7,270+103.5% | $6,568+125.2% | $5,439+172.0% |
| Admin fee / account holder | $9,300 | $13,799-32.6% | $11,282-17.6% | $10,886-14.6% |