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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 | $260,985 | $150,447+73.5% | $136,298+91.5% | $147,586+76.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.56% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,665 | $5,256-49.3% | $4,696-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $6,632 | $6,6310% | $6,247+6.2% | $5,439+21.9% |
| Admin fee / account holder | $14,019 | $10,906+28.5% | $9,244+51.7% | $10,886+28.8% |