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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 | $342,544 | $150,446+127.7% | $136,297+151.3% | $147,585+132.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.86% | 1049.14%-1033.3pp | 5156.19%-5140.3pp | 578.58%-562.7pp |
| Employer contribution / active EE | $2,776 | $5,256-47.2% | $4,696-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $5,950 | $6,631-10.3% | $6,247-4.8% | $5,439+9.4% |
| Admin fee / account holder | $11,097 | $10,906+1.8% | $9,244+20.0% | $10,886+1.9% |