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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 | $561,766 | $150,447+273.4% | $136,298+312.2% | $147,586+280.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.85% | 1049.15%-1032.3pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $13,000 | $5,256+147.3% | $4,696+176.9% | $4,876+166.6% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $3,919 | $10,906-64.1% | $9,244-57.6% | $10,886-64.0% |