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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 | $287,712 | $150,447+91.2% | $136,298+111.1% | $147,586+94.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $5,084 | $5,256-3.3% | $4,696+8.3% | $4,876+4.3% |
| Participant deferral / active EE | $9,297 | $6,631+40.2% | $6,247+48.8% | $5,439+70.9% |
| Admin fee / account holder | $88,929 | $10,906+715.4% | $9,244+862.0% | $10,886+716.9% |