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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 | $310,921 | $150,447+106.7% | $136,298+128.1% | $147,586+110.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $4,551 | $5,256-13.4% | $4,696-3.1% | $4,876-6.7% |
| Participant deferral / active EE | $13,798 | $6,631+108.1% | $6,247+120.9% | $5,439+153.7% |
| Admin fee / account holder | $15,577 | $10,906+42.8% | $9,244+68.5% | $10,886+43.1% |