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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 | $150,442+299.9% | $136,295+341.5% | $147,585+307.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.00% | 1049.09%-1030.1pp | 5155.97%-5137.0pp | 578.56%-559.6pp |
| Employer contribution / active EE | $15,335 | $5,256+191.8% | $4,695+226.6% | $4,876+214.5% |
| Participant deferral / active EE | $19,951 | $6,630+200.9% | $6,247+219.4% | $5,439+266.8% |
| Admin fee / account holder | $2,742 | $10,905-74.9% | $9,243-70.3% | $10,885-74.8% |