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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 | $304,771 | $150,442+102.6% | $136,295+123.6% | $147,585+106.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.67% | 1049.09%-1035.4pp | 5155.97%-5142.3pp | 578.56%-564.9pp |
| Employer contribution / active EE | $16,495 | $5,256+213.8% | $4,695+251.3% | $4,876+238.3% |
| Participant deferral / active EE | $15,081 | $6,630+127.4% | $6,247+141.4% | $5,439+177.3% |
| Admin fee / account holder | $786 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |