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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 | $297,734 | $202,342+47.1% | $172,753+72.3% | $152,909+94.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.82% | 1029.88%-998.1pp | 803.00%-771.2pp | 345.46%-313.6pp |
| Employer contribution / active EE | $12,760 | $5,857+117.8% | $5,144+148.1% | $4,764+167.8% |
| Participant deferral / active EE | $24,000 | $5,948+303.5% | $5,198+361.7% | $5,851+310.2% |
| Admin fee / account holder | $1,971 | $17,112-88.5% | $13,956-85.9% | $11,601-83.0% |