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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 | $264,115 | $150,446+75.6% | $136,297+93.8% | $147,585+79.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.58% | 1049.14%-1029.6pp | 5156.19%-5136.6pp | 578.58%-559.0pp |
| Employer contribution / active EE | $5,379 | $5,256+2.3% | $4,696+14.5% | $4,876+10.3% |
| Participant deferral / active EE | $9,114 | $6,631+37.5% | $6,247+45.9% | $5,439+67.6% |
| Admin fee / account holder | $2,153 | $10,906-80.3% | $9,244-76.7% | $10,886-80.2% |