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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 | $357,606 | $150,447+137.7% | $136,298+162.4% | $147,586+142.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.72% | 1049.15%-1036.4pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $8,497 | $5,256+61.6% | $4,696+81.0% | $4,876+74.2% |
| Participant deferral / active EE | $12,601 | $6,631+90.0% | $6,247+101.7% | $5,439+131.7% |
| Admin fee / account holder | $22,415 | $10,906+105.5% | $9,244+142.5% | $10,886+105.9% |