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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 | $263,274 | $150,447+75.0% | $136,298+93.2% | $147,586+78.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.60% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $7,564 | $5,256+43.9% | $4,696+61.1% | $4,876+55.1% |
| Participant deferral / active EE | $9,054 | $6,631+36.6% | $6,247+44.9% | $5,439+66.5% |
| Admin fee / account holder | $53,147 | $10,906+387.3% | $9,244+474.9% | $10,886+388.2% |