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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 | $317,412 | $169,361+87.4% | $129,397+145.3% | $145,877+117.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.65% | 14395.54%-14380.9pp | 9453.98%-9439.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $19,765 | $5,542+256.7% | $4,154+375.8% | $4,663+323.9% |
| Participant deferral / active EE | $9,740 | $4,987+95.3% | $4,167+133.7% | $6,691+45.6% |
| Admin fee / account holder | $7,801 | $9,903-21.2% | $7,679+1.6% | $13,402-41.8% |