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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 | $407,909 | $150,447+171.1% | $136,298+199.3% | $147,586+176.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.57% | 1049.15%-1016.6pp | 5156.27%-5123.7pp | 578.59%-546.0pp |
| Employer contribution / active EE | $16,456 | $5,256+213.1% | $4,696+250.5% | $4,876+237.5% |
| Participant deferral / active EE | $13,836 | $6,631+108.7% | $6,247+121.5% | $5,439+154.4% |
| Admin fee / account holder | $5,939 | $10,906-45.5% | $9,244-35.7% | $10,886-45.4% |