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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 | $380,019 | $202,342+87.8% | $172,753+120.0% | $152,909+148.5% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 61.77% | 1029.88%-968.1pp | 803.00%-741.2pp | 345.46%-283.7pp |
| Employer contribution / active EE | $12,651 | $5,857+116.0% | $5,144+145.9% | $4,764+165.6% |
| Participant deferral / active EE | $20,091 | $5,948+237.8% | $5,198+286.5% | $5,851+243.4% |
| Admin fee / account holder | $5,876 | $17,112-65.7% | $13,956-57.9% | $11,601-49.4% |