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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 | $263,593 | $150,447+75.2% | $136,298+93.4% | $147,586+78.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.99% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $16,132 | $5,256+206.9% | $4,696+243.5% | $4,876+230.8% |
| Participant deferral / active EE | $18,795 | $6,631+183.5% | $6,247+200.9% | $5,439+245.6% |
| Admin fee / account holder | $67,380 | $10,906+517.8% | $9,244+628.9% | $10,886+519.0% |