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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 | $308,444 | $109,905+180.6% | $98,506+213.1% | $167,553+84.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.82% | 1960.20%-1937.4pp | 1494.92%-1472.1pp | 478.89%-456.1pp |
| Employer contribution / active EE | $6,529 | $3,226+102.4% | $2,961+120.5% | $4,840+34.9% |
| Participant deferral / active EE | $14,360 | $4,674+207.2% | $4,277+235.7% | $6,343+126.4% |
| Admin fee / account holder | $730 | $6,760-89.2% | $5,955-87.7% | $12,316-94.1% |