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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 | $315,176 | $150,447+109.5% | $136,298+131.2% | $147,586+113.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.08% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $12,571 | $5,256+139.2% | $4,696+167.7% | $4,876+157.8% |
| Participant deferral / active EE | $11,360 | $6,631+71.3% | $6,247+81.8% | $5,439+108.9% |
| Admin fee / account holder | $9,976 | $10,906-8.5% | $9,244+7.9% | $10,886-8.4% |