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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 | $308,209 | $150,447+104.9% | $136,298+126.1% | $147,586+108.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.97% | 1049.15%-1034.2pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $9,150 | $5,256+74.1% | $4,696+94.9% | $4,876+87.6% |
| Participant deferral / active EE | $7,435 | $6,631+12.1% | $6,247+19.0% | $5,439+36.7% |
| Admin fee / account holder | $35,831 | $10,906+228.5% | $9,244+287.6% | $10,886+229.2% |