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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 | $417,136 | $150,447+177.3% | $136,298+206.0% | $147,586+182.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.88% | 1049.15%-1025.3pp | 5156.27%-5132.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $10,007 | $5,256+90.4% | $4,696+113.1% | $4,876+105.2% |
| Participant deferral / active EE | $10,327 | $6,631+55.7% | $6,247+65.3% | $5,439+89.9% |
| Admin fee / account holder | $8,993 | $10,906-17.5% | $9,244-2.7% | $10,886-17.4% |