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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 | $255,547 | $150,447+69.9% | $136,298+87.5% | $147,586+73.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.32% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.3pp |
| Employer contribution / active EE | $5,247 | $5,256-0.2% | $4,696+11.7% | $4,876+7.6% |
| Participant deferral / active EE | $5,719 | $6,631-13.7% | $6,247-8.5% | $5,439+5.2% |
| Admin fee / account holder | $1,827 | $10,906-83.2% | $9,244-80.2% | $10,886-83.2% |