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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 | $387,722 | $150,447+157.7% | $136,298+184.5% | $147,586+162.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.10% | 1049.15%-1030.1pp | 5156.27%-5137.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $11,955 | $5,256+127.4% | $4,696+154.6% | $4,876+145.2% |
| Participant deferral / active EE | $7,897 | $6,631+19.1% | $6,247+26.4% | $5,439+45.2% |
| Admin fee / account holder | $135,293 | $10,906+1140.5% | $9,244+1363.6% | $10,886+1142.8% |