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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 | $273,920 | $150,447+82.1% | $136,298+101.0% | $147,586+85.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.90% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $15,227 | $5,256+189.7% | $4,696+224.3% | $4,876+212.3% |
| Participant deferral / active EE | $9,227 | $6,631+39.2% | $6,247+47.7% | $5,439+69.6% |
| Admin fee / account holder | $25,057 | $10,906+129.8% | $9,244+171.1% | $10,886+130.2% |