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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 | $416,077 | $150,447+176.6% | $136,298+205.3% | $147,586+181.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.33% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.3pp |
| Employer contribution / active EE | $14,841 | $5,256+182.3% | $4,696+216.0% | $4,876+204.3% |
| Participant deferral / active EE | $8,134 | $6,631+22.7% | $6,247+30.2% | $5,439+49.6% |
| Admin fee / account holder | $53,241 | $10,906+388.2% | $9,244+476.0% | $10,886+389.1% |