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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 | $379,868 | $150,447+152.5% | $136,298+178.7% | $147,586+157.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.89% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $12,180 | $5,256+131.7% | $4,696+159.4% | $4,876+149.8% |
| Participant deferral / active EE | $7,618 | $6,631+14.9% | $6,247+21.9% | $5,439+40.1% |
| Admin fee / account holder | $1,503 | $10,906-86.2% | $9,244-83.7% | $10,886-86.2% |