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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 | $345,437 | $150,445+129.6% | $136,297+153.4% | $147,585+134.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.85% | 1049.14%-1038.3pp | 5156.16%-5145.3pp | 578.57%-567.7pp |
| Employer contribution / active EE | $8,137 | $5,256+54.8% | $4,696+73.3% | $4,876+66.9% |
| Participant deferral / active EE | $17,573 | $6,631+165.0% | $6,247+181.3% | $5,439+223.1% |
| Admin fee / account holder | $1,214 | $10,906-88.9% | $9,244-86.9% | $10,885-88.8% |