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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 | $315,041 | $150,447+109.4% | $136,298+131.1% | $147,586+113.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.07% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $10,567 | $5,256+101.0% | $4,696+125.0% | $4,876+116.7% |
| Participant deferral / active EE | $8,456 | $6,631+27.5% | $6,247+35.4% | $5,439+55.5% |
| Admin fee / account holder | $2,668 | $10,906-75.5% | $9,244-71.1% | $10,886-75.5% |