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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 | $389,034 | $150,446+158.6% | $136,297+185.4% | $147,585+163.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.01% | 1049.14%-1038.1pp | 5156.19%-5145.2pp | 578.58%-567.6pp |
| Employer contribution / active EE | $10,818 | $5,256+105.8% | $4,696+130.4% | $4,876+121.8% |
| Participant deferral / active EE | $12,427 | $6,631+87.4% | $6,247+98.9% | $5,439+128.5% |
| Admin fee / account holder | $4,798 | $10,906-56.0% | $9,244-48.1% | $10,886-55.9% |