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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 | $255,937 | $150,447+70.1% | $136,298+87.8% | $147,586+73.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.68% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $6,485 | $5,256+23.4% | $4,696+38.1% | $4,876+33.0% |
| Participant deferral / active EE | $13,188 | $6,631+98.9% | $6,247+111.1% | $5,439+142.5% |
| Admin fee / account holder | $10,105 | $10,906-7.3% | $9,244+9.3% | $10,886-7.2% |