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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 | $328,447 | $171,867+91.1% | $149,721+119.4% | $147,586+122.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.48% | 2113.36%-2095.9pp | 1501.67%-1484.2pp | 578.59%-561.1pp |
| Employer contribution / active EE | $9,912 | $6,275+58.0% | $5,444+82.1% | $4,876+103.3% |
| Participant deferral / active EE | $7,680 | $7,270+5.6% | $6,568+16.9% | $5,439+41.2% |
| Admin fee / account holder | $1,871 | $13,799-86.4% | $11,282-83.4% | $10,886-82.8% |