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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 | $359,511 | $202,342+77.7% | $172,753+108.1% | $152,909+135.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.48% | 1029.88%-1013.4pp | 803.00%-786.5pp | 345.46%-329.0pp |
| Employer contribution / active EE | $18,306 | $5,857+212.5% | $5,144+255.9% | $4,764+284.3% |
| Participant deferral / active EE | $9,525 | $5,948+60.1% | $5,198+83.3% | $5,851+62.8% |
| Admin fee / account holder | $53,518 | $17,112+212.8% | $13,956+283.5% | $11,601+361.3% |