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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 | $301,670 | $150,447+100.5% | $136,298+121.3% | $147,586+104.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.97% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $22,336 | $5,256+324.9% | $4,696+375.7% | $4,876+358.0% |
| Participant deferral / active EE | $13,267 | $6,631+100.1% | $6,247+112.4% | $5,439+143.9% |
| Admin fee / account holder | $11,018 | $10,906+1.0% | $9,244+19.2% | $10,886+1.2% |