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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 | $362,816 | $150,447+141.2% | $136,298+166.2% | $147,586+145.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.81% | 1049.15%-1037.3pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $6,727 | $5,256+28.0% | $4,696+43.3% | $4,876+38.0% |
| Participant deferral / active EE | $6,468 | $6,631-2.4% | $6,247+3.5% | $5,439+18.9% |
| Admin fee / account holder | $63,798 | $10,906+485.0% | $9,244+590.2% | $10,886+486.1% |