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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 | $293,422 | $171,867+70.7% | $149,721+96.0% | $147,586+98.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.43% | 2113.36%-2095.9pp | 1501.67%-1484.2pp | 578.59%-561.2pp |
| Employer contribution / active EE | $12,156 | $6,275+93.7% | $5,444+123.3% | $4,876+149.3% |
| Participant deferral / active EE | $12,143 | $7,270+67.0% | $6,568+84.9% | $5,439+123.3% |
| Admin fee / account holder | $19,168 | $13,799+38.9% | $11,282+69.9% | $10,886+76.1% |