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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 | $416,898 | $150,447+177.1% | $136,298+205.9% | $147,586+182.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.64% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,865 | $5,256-45.5% | $4,696-39.0% | $4,876-41.2% |
| Participant deferral / active EE | $13,319 | $6,631+100.9% | $6,247+113.2% | $5,439+144.9% |
| Admin fee / account holder | $76,321 | $10,906+599.8% | $9,244+725.6% | $10,886+601.1% |