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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 | $401,078 | $150,442+166.6% | $136,295+194.3% | $147,585+171.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.18% | 1049.09%-1033.9pp | 5155.97%-5140.8pp | 578.56%-563.4pp |
| Employer contribution / active EE | $11,335 | $5,256+115.7% | $4,695+141.4% | $4,876+132.4% |
| Participant deferral / active EE | $7,879 | $6,630+18.8% | $6,247+26.1% | $5,439+44.9% |
| Admin fee / account holder | $11,603 | $10,905+6.4% | $9,243+25.5% | $10,885+6.6% |