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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 | $299,823 | $150,447+99.3% | $136,298+120.0% | $147,586+103.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.44% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $6,710 | $5,256+27.7% | $4,696+42.9% | $4,876+37.6% |
| Participant deferral / active EE | $9,920 | $6,631+49.6% | $6,247+58.8% | $5,439+82.4% |
| Admin fee / account holder | $13,605 | $10,906+24.7% | $9,244+47.2% | $10,886+25.0% |