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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 | $257,963 | $99,011+160.5% | $86,582+197.9% | $147,586+74.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 50295.63% | 1312.75%+48982.9pp | 965.08%+49330.5pp | 578.59%+49717.0pp |
| Employer contribution / active EE | $3,511 | $3,132+12.1% | $2,839+23.6% | $4,876-28.0% |
| Participant deferral / active EE | $8,354 | $3,972+110.3% | $3,609+131.5% | $5,439+53.6% |
| Admin fee / account holder | $955 | $5,709-83.3% | $4,904-80.5% | $10,886-91.2% |