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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 | $324,010 | $150,447+115.4% | $136,298+137.7% | $147,586+119.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.53% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.1pp |
| Employer contribution / active EE | $3,964 | $5,256-24.6% | $4,696-15.6% | $4,876-18.7% |
| Participant deferral / active EE | $9,388 | $6,631+41.6% | $6,247+50.3% | $5,439+72.6% |
| Admin fee / account holder | $24,259 | $10,906+122.4% | $9,244+162.4% | $10,886+122.9% |