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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 | $283,777 | $150,442+88.6% | $136,295+108.2% | $147,585+92.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.85% | 1049.09%-1037.2pp | 5155.97%-5144.1pp | 578.56%-566.7pp |
| Employer contribution / active EE | $3,781 | $5,256-28.1% | $4,695-19.5% | $4,876-22.5% |
| Participant deferral / active EE | $8,400 | $6,630+26.7% | $6,247+34.5% | $5,439+54.5% |
| Admin fee / account holder | $1,714 | $10,905-84.3% | $9,243-81.5% | $10,885-84.3% |