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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 | $275,305 | $72,465+279.9% | $67,575+307.4% | $145,884+88.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 9.72% | 7222.56%-7212.8pp | 3528.98%-3519.3pp | 551.85%-542.1pp |
| Employer contribution / active EE | $17,900 | $3,074+482.4% | $2,736+554.3% | $4,662+283.9% |
| Participant deferral / active EE | $9,501 | $4,786+98.5% | $4,003+137.3% | $6,690+42.0% |
| Admin fee / account holder | $4,268 | $5,515-22.6% | $3,993+6.9% | $13,392-68.1% |