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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 | $254,485 | $171,867+48.1% | $149,721+70.0% | $147,586+72.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.58% | 2113.36%-2100.8pp | 1501.67%-1489.1pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,009 | $6,275-52.0% | $5,444-44.7% | $4,876-38.3% |
| Participant deferral / active EE | $7,125 | $7,270-2.0% | $6,568+8.5% | $5,439+31.0% |
| Admin fee / account holder | $266,517 | $13,799+1831.4% | $11,282+2262.2% | $10,886+2348.3% |