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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 | $330,865 | $202,345+63.5% | $172,755+91.5% | $152,885+116.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 269.71% | 1029.77%-760.1pp | 802.94%-533.2pp | 345.39%-75.7pp |
| Employer contribution / active EE | $8,149 | $5,858+39.1% | $5,144+58.4% | $4,763+71.1% |
| Participant deferral / active EE | $13,399 | $5,948+125.3% | $5,198+157.8% | $5,851+129.0% |
| Admin fee / account holder | $1,544 | $17,111-91.0% | $13,955-88.9% | $11,598-86.7% |