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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 | $259,020 | $150,445+72.2% | $136,297+90.0% | $147,585+75.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.36% | 1049.14%-1031.8pp | 5156.16%-5138.8pp | 578.57%-561.2pp |
| Employer contribution / active EE | $5,671 | $5,256+7.9% | $4,696+20.8% | $4,876+16.3% |
| Participant deferral / active EE | $4,250 | $6,631-35.9% | $6,247-32.0% | $5,439-21.9% |
| Admin fee / account holder | $211,106 | $10,906+1835.7% | $9,244+2183.8% | $10,885+1839.3% |