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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 | $395,587 | $150,447+162.9% | $136,298+190.2% | $147,586+168.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.86% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $12,683 | $5,256+141.3% | $4,696+170.1% | $4,876+160.1% |
| Participant deferral / active EE | $13,877 | $6,631+109.3% | $6,247+122.1% | $5,439+155.2% |
| Admin fee / account holder | $11,872 | $10,906+8.9% | $9,244+28.4% | $10,886+9.1% |