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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 | $296,313 | $150,446+97.0% | $136,297+117.4% | $147,585+100.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.97% | 1049.14%-1027.2pp | 5156.19%-5134.2pp | 578.58%-556.6pp |
| Employer contribution / active EE | $1,942 | $5,256-63.0% | $4,696-58.6% | $4,876-60.2% |
| Participant deferral / active EE | $8,091 | $6,631+22.0% | $6,247+29.5% | $5,439+48.8% |
| Admin fee / account holder | $21,887 | $10,906+100.7% | $9,244+136.8% | $10,886+101.1% |