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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 | $378,995 | $150,447+151.9% | $136,298+178.1% | $147,586+156.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.96% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $10,460 | $5,256+99.0% | $4,696+122.8% | $4,876+114.5% |
| Participant deferral / active EE | $14,774 | $6,631+122.8% | $6,247+136.5% | $5,439+171.6% |
| Admin fee / account holder | $3,771 | $10,906-65.4% | $9,244-59.2% | $10,886-65.4% |