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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 | $268,014 | $150,447+78.1% | $136,298+96.6% | $147,586+81.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.27% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $10,865 | $5,256+106.7% | $4,696+131.4% | $4,876+122.8% |
| Participant deferral / active EE | $17,929 | $6,631+170.4% | $6,247+187.0% | $5,439+229.6% |
| Admin fee / account holder | $3,444 | $10,906-68.4% | $9,244-62.7% | $10,886-68.4% |