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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 | $315,673 | $150,447+109.8% | $136,298+131.6% | $147,586+113.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.47% | 1049.15%-1030.7pp | 5156.27%-5137.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,332 | $5,256-36.6% | $4,696-29.0% | $4,876-31.7% |
| Participant deferral / active EE | $8,788 | $6,631+32.5% | $6,247+40.7% | $5,439+61.6% |
| Admin fee / account holder | $472 | $10,906-95.7% | $9,244-94.9% | $10,886-95.7% |