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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 | $353,281 | $72,465+387.5% | $67,575+422.8% | $145,884+142.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.81% | 7222.56%-7210.7pp | 3528.98%-3517.2pp | 551.85%-540.0pp |
| Employer contribution / active EE | $19,748 | $3,074+542.5% | $2,736+621.9% | $4,662+323.6% |
| Participant deferral / active EE | $4,927 | $4,786+2.9% | $4,003+23.1% | $6,690-26.4% |
| Admin fee / account holder | $11,678 | $5,515+111.7% | $3,993+192.5% | $13,392-12.8% |