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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 | $698,740 | $150,442+364.5% | $136,295+412.7% | $147,585+373.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.34% | 1049.09%-1027.7pp | 5155.97%-5134.6pp | 578.56%-557.2pp |
| Employer contribution / active EE | $12,027 | $5,256+128.8% | $4,695+156.1% | $4,876+146.6% |
| Participant deferral / active EE | $6,750 | $6,630+1.8% | $6,247+8.1% | $5,439+24.1% |
| Admin fee / account holder | $16,252 | $10,905+49.0% | $9,243+75.8% | $10,885+49.3% |