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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 | $354,317 | $84,694+318.3% | $73,843+379.8% | $125,392+182.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 68.64% | 3123.66%-3055.0pp | 2267.91%-2199.3pp | 282.23%-213.6pp |
| Employer contribution / active EE | $10,031 | $3,123+221.2% | $2,787+259.9% | $4,866+106.1% |
| Participant deferral / active EE | $10,031 | $3,992+151.2% | $3,583+179.9% | $5,351+87.4% |
| Admin fee / account holder | $1,522 | $5,691-73.3% | $4,880-68.8% | $9,541-84.0% |