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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 | $311,122 | $150,442+106.8% | $136,295+128.3% | $147,585+110.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.88% | 1049.09%-1036.2pp | 5155.97%-5143.1pp | 578.56%-565.7pp |
| Employer contribution / active EE | $13,320 | $5,256+153.4% | $4,695+183.7% | $4,876+173.2% |
| Participant deferral / active EE | $6,785 | $6,630+2.3% | $6,247+8.6% | $5,439+24.7% |
| Admin fee / account holder | $3,421 | $10,905-68.6% | $9,243-63.0% | $10,885-68.6% |