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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 | $323,716 | $150,447+115.2% | $136,298+137.5% | $147,586+119.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.17% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $11,838 | $5,256+125.2% | $4,696+152.1% | $4,876+142.8% |
| Participant deferral / active EE | $12,763 | $6,631+92.5% | $6,247+104.3% | $5,439+134.7% |
| Admin fee / account holder | $75,780 | $10,906+594.8% | $9,244+719.8% | $10,886+596.1% |