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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 | $335,576 | $150,447+123.1% | $136,298+146.2% | $147,586+127.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.49% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,251 | $5,256-57.2% | $4,696-52.1% | $4,876-53.8% |
| Participant deferral / active EE | $9,029 | $6,631+36.2% | $6,247+44.5% | $5,439+66.0% |
| Admin fee / account holder | $1,874 | $10,906-82.8% | $9,244-79.7% | $10,886-82.8% |