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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 | $309,874 | $150,447+106.0% | $136,298+127.4% | $147,586+110.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.71% | 1049.15%-1034.4pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $5,465 | $5,256+4.0% | $4,696+16.4% | $4,876+12.1% |
| Participant deferral / active EE | $5,298 | $6,631-20.1% | $6,247-15.2% | $5,439-2.6% |
| Admin fee / account holder | $449 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |