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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 | $359,045 | $150,447+138.7% | $136,298+163.4% | $147,586+143.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.82% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.8pp |
| Employer contribution / active EE | $12,282 | $5,256+133.7% | $4,696+161.6% | $4,876+151.9% |
| Participant deferral / active EE | $9,840 | $6,631+48.4% | $6,247+57.5% | $5,439+80.9% |
| Admin fee / account holder | $9,310 | $10,906-14.6% | $9,244+0.7% | $10,886-14.5% |