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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 | $416,613 | $150,447+176.9% | $136,298+205.7% | $147,586+182.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.63% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $6,617 | $5,256+25.9% | $4,696+40.9% | $4,876+35.7% |
| Participant deferral / active EE | $11,743 | $6,631+77.1% | $6,247+88.0% | $5,439+115.9% |
| Admin fee / account holder | $301 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |