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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 | $274,804 | $171,867+59.9% | $149,721+83.5% | $147,586+86.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.62% | 2113.36%-2092.7pp | 1501.67%-1481.1pp | 578.59%-558.0pp |
| Employer contribution / active EE | $16,833 | $6,275+168.3% | $5,444+209.2% | $4,876+245.2% |
| Participant deferral / active EE | $17,610 | $7,270+142.2% | $6,568+168.1% | $5,439+223.8% |
| Admin fee / account holder | $5,261 | $13,799-61.9% | $11,282-53.4% | $10,886-51.7% |