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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 | $334,627 | $185,225+80.7% | $142,898+134.2% | $167,553+99.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.83% | 8558.12%-8547.3pp | 5639.64%-5628.8pp | 478.89%-468.1pp |
| Employer contribution / active EE | $38,500 | $5,607+586.6% | $4,146+828.7% | $4,840+695.5% |
| Participant deferral / active EE | $26,000 | $4,496+478.3% | $3,838+577.4% | $6,343+309.9% |
| Admin fee / account holder | $6,729 | $8,032-16.2% | $6,560+2.6% | $12,316-45.4% |