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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 | $378,555 | $150,447+151.6% | $136,298+177.7% | $147,586+156.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.17% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $7,673 | $5,256+46.0% | $4,696+63.4% | $4,876+57.3% |
| Participant deferral / active EE | $7,589 | $6,631+14.4% | $6,247+21.5% | $5,439+39.5% |
| Admin fee / account holder | $8,430 | $10,906-22.7% | $9,244-8.8% | $10,886-22.6% |