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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 | $336,468 | $150,442+123.7% | $136,295+146.9% | $147,585+128.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.51% | 1049.09%-1035.6pp | 5155.97%-5142.5pp | 578.56%-565.0pp |
| Employer contribution / active EE | $14,439 | $5,256+174.7% | $4,695+207.5% | $4,876+196.1% |
| Participant deferral / active EE | $15,756 | $6,630+137.6% | $6,247+152.2% | $5,439+189.7% |
| Admin fee / account holder | $1,264 | $10,905-88.4% | $9,243-86.3% | $10,885-88.4% |