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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 | $341,374 | $150,447+126.9% | $136,298+150.5% | $147,586+131.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.31% | 1049.15%-1035.8pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $11,133 | $5,256+111.8% | $4,696+137.1% | $4,876+128.3% |
| Participant deferral / active EE | $4,001 | $6,631-39.7% | $6,247-36.0% | $5,439-26.4% |
| Admin fee / account holder | $2,100 | $10,906-80.7% | $9,244-77.3% | $10,886-80.7% |