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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 | $318,659 | $150,447+111.8% | $136,298+133.8% | $147,586+115.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.00% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $19,813 | $5,256+276.9% | $4,696+321.9% | $4,876+306.3% |
| Participant deferral / active EE | $12,803 | $6,631+93.1% | $6,247+104.9% | $5,439+135.4% |
| Admin fee / account holder | $20,210 | $10,906+85.3% | $9,244+118.6% | $10,886+85.7% |