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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 | $271,843 | $150,447+80.7% | $136,298+99.4% | $147,586+84.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.81% | 1049.15%-1035.3pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $11,927 | $5,256+126.9% | $4,696+154.0% | $4,876+144.6% |
| Participant deferral / active EE | $13,479 | $6,631+103.3% | $6,247+115.8% | $5,439+147.8% |
| Admin fee / account holder | $9,323 | $10,906-14.5% | $9,244+0.9% | $10,886-14.4% |