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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 | $302,612 | $150,442+101.1% | $136,295+122.0% | $147,585+105.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.96% | 1049.09%-1032.1pp | 5155.97%-5139.0pp | 578.56%-561.6pp |
| Employer contribution / active EE | $2,459 | $5,256-53.2% | $4,695-47.6% | $4,876-49.6% |
| Participant deferral / active EE | $7,689 | $6,630+16.0% | $6,247+23.1% | $5,439+41.4% |
| Admin fee / account holder | $33,138 | $10,905+203.9% | $9,243+258.5% | $10,885+204.4% |