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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 | $877,147 | $150,447+483.0% | $136,298+543.5% | $147,586+494.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.53% | 1049.15%-1037.6pp | 5156.27%-5144.7pp | 578.59%-567.1pp |
| Employer contribution / active EE | $3,230 | $5,256-38.6% | $4,696-31.2% | $4,876-33.8% |
| Participant deferral / active EE | $10,042 | $6,631+51.4% | $6,247+60.7% | $5,439+84.6% |
| Admin fee / account holder | $19,580 | $10,906+79.5% | $9,244+111.8% | $10,886+79.9% |