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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 | $389,354 | $150,446+158.8% | $136,297+185.7% | $147,585+163.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.99% | 1049.14%-1023.2pp | 5156.19%-5130.2pp | 578.58%-552.6pp |
| Employer contribution / active EE | $12,531 | $5,256+138.4% | $4,696+166.9% | $4,876+157.0% |
| Participant deferral / active EE | $11,501 | $6,631+73.5% | $6,247+84.1% | $5,439+111.5% |
| Admin fee / account holder | $2,210 | $10,906-79.7% | $9,244-76.1% | $10,886-79.7% |