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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 | $271,493 | $150,447+80.5% | $136,298+99.2% | $147,586+84.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 49.95% | 1049.15%-999.2pp | 5156.27%-5106.3pp | 578.59%-528.6pp |
| Employer contribution / active EE | $3,142 | $5,256-40.2% | $4,696-33.1% | $4,876-35.6% |
| Participant deferral / active EE | $12,359 | $6,631+86.4% | $6,247+97.8% | $5,439+127.2% |
| Admin fee / account holder | $13,527 | $10,906+24.0% | $9,244+46.3% | $10,886+24.3% |