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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 | $350,458 | $150,447+132.9% | $136,298+157.1% | $147,586+137.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.93% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,404 | $5,256-54.3% | $4,696-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $8,653 | $6,631+30.5% | $6,247+38.5% | $5,439+59.1% |
| Admin fee / account holder | $3,529 | $10,906-67.6% | $9,244-61.8% | $10,886-67.6% |