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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 | $601,678 | $150,447+299.9% | $136,298+341.4% | $147,586+307.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.00% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $15,335 | $5,256+191.7% | $4,696+226.6% | $4,876+214.5% |
| Participant deferral / active EE | $19,951 | $6,631+200.9% | $6,247+219.4% | $5,439+266.8% |
| Admin fee / account holder | $2,742 | $10,906-74.9% | $9,244-70.3% | $10,886-74.8% |