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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 | $293,983 | $150,447+95.4% | $136,298+115.7% | $147,586+99.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.33% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $11,455 | $5,256+117.9% | $4,696+144.0% | $4,876+134.9% |
| Participant deferral / active EE | $13,047 | $6,631+96.8% | $6,247+108.8% | $5,439+139.9% |
| Admin fee / account holder | $83,500 | $10,906+665.6% | $9,244+803.3% | $10,886+667.1% |