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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 | $354,373 | $150,447+135.5% | $136,298+160.0% | $147,586+140.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.47% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $10,524 | $5,256+100.2% | $4,696+124.1% | $4,876+115.8% |
| Participant deferral / active EE | $2,752 | $6,631-58.5% | $6,247-56.0% | $5,439-49.4% |
| Admin fee / account holder | $52,657 | $10,906+382.8% | $9,244+469.6% | $10,886+383.7% |