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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 | $263,657 | $150,447+75.2% | $136,298+93.4% | $147,586+78.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.72% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $8,627 | $5,256+64.1% | $4,696+83.7% | $4,876+76.9% |
| Participant deferral / active EE | $5,203 | $6,631-21.5% | $6,247-16.7% | $5,439-4.3% |
| Admin fee / account holder | $1,998 | $10,906-81.7% | $9,244-78.4% | $10,886-81.6% |