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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 | $265,352 | $171,867+54.4% | $149,721+77.2% | $147,586+79.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.34% | 2113.36%-2099.0pp | 1501.67%-1487.3pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,677 | $6,275-57.3% | $5,444-50.8% | $4,876-45.1% |
| Participant deferral / active EE | $4,605 | $7,270-36.7% | $6,568-29.9% | $5,439-15.3% |
| Admin fee / account holder | $5,828 | $13,799-57.8% | $11,282-48.3% | $10,886-46.5% |