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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 | $355,202 | $202,342+75.5% | $172,753+105.6% | $152,909+132.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.41% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.0pp |
| Employer contribution / active EE | $29,865 | $5,857+409.9% | $5,144+480.6% | $4,764+526.9% |
| Participant deferral / active EE | $12,375 | $5,948+108.0% | $5,198+138.1% | $5,851+111.5% |
| Admin fee / account holder | $5,752 | $17,112-66.4% | $13,956-58.8% | $11,601-50.4% |