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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 | $302,998 | $202,342+49.7% | $172,753+75.4% | $152,909+98.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.65% | 1029.88%-1015.2pp | 803.00%-788.3pp | 345.46%-330.8pp |
| Employer contribution / active EE | $15,979 | $5,857+172.8% | $5,144+210.6% | $4,764+235.4% |
| Participant deferral / active EE | $15,913 | $5,948+167.5% | $5,198+206.2% | $5,851+171.9% |
| Admin fee / account holder | $51,602 | $17,112+201.6% | $13,956+269.8% | $11,601+344.8% |