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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 | $402,721 | $150,447+167.7% | $136,298+195.5% | $147,586+172.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 42.57% | 1049.15%-1006.6pp | 5156.27%-5113.7pp | 578.59%-536.0pp |
| Employer contribution / active EE | $16,367 | $5,256+211.4% | $4,696+248.6% | $4,876+235.6% |
| Participant deferral / active EE | $7,750 | $6,631+16.9% | $6,247+24.1% | $5,439+42.5% |
| Admin fee / account holder | $2,527 | $10,906-76.8% | $9,244-72.7% | $10,886-76.8% |