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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 | $273,247 | $150,445+81.6% | $136,297+100.5% | $147,585+85.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.29% | 1049.14%-1030.8pp | 5156.16%-5137.9pp | 578.57%-560.3pp |
| Employer contribution / active EE | $11,648 | $5,256+121.6% | $4,696+148.1% | $4,876+138.9% |
| Participant deferral / active EE | $3,921 | $6,631-40.9% | $6,247-37.2% | $5,439-27.9% |
| Admin fee / account holder | $88,448 | $10,906+711.0% | $9,244+856.8% | $10,885+712.5% |