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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 | $263,876 | $150,446+75.4% | $136,297+93.6% | $147,585+78.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.85% | 1049.14%-1036.3pp | 5156.19%-5143.3pp | 578.58%-565.7pp |
| Employer contribution / active EE | $21,281 | $5,256+304.9% | $4,696+353.2% | $4,876+336.4% |
| Participant deferral / active EE | $16,100 | $6,631+142.8% | $6,247+157.7% | $5,439+196.0% |
| Admin fee / account holder | $120,391 | $10,906+1003.9% | $9,244+1202.4% | $10,886+1006.0% |