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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 | $279,144 | $150,447+85.5% | $136,298+104.8% | $147,586+89.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.52% | 1049.15%-1027.6pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $15,091 | $5,256+187.1% | $4,696+221.4% | $4,876+209.5% |
| Participant deferral / active EE | $12,775 | $6,631+92.7% | $6,247+104.5% | $5,439+134.9% |
| Admin fee / account holder | $1,682 | $10,906-84.6% | $9,244-81.8% | $10,886-84.6% |