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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 | $299,893 | $150,447+99.3% | $136,298+120.0% | $147,586+103.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.27% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $4,863 | $5,256-7.5% | $4,696+3.6% | $4,876-0.3% |
| Participant deferral / active EE | $9,150 | $6,631+38.0% | $6,247+46.5% | $5,439+68.2% |
| Admin fee / account holder | $2,318 | $10,906-78.7% | $9,244-74.9% | $10,886-78.7% |