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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 | $312,896 | $150,447+108.0% | $136,298+129.6% | $147,586+112.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.91% | 1049.15%-1037.2pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $6,935 | $5,256+31.9% | $4,696+47.7% | $4,876+42.2% |
| Participant deferral / active EE | $14,784 | $6,631+123.0% | $6,247+136.6% | $5,439+171.8% |
| Admin fee / account holder | $1,847 | $10,906-83.1% | $9,244-80.0% | $10,886-83.0% |