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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 | $576,881 | $104,577+451.6% | $76,667+652.4% | $152,909+277.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 26.57% | 1014.36%-987.8pp | 1166.74%-1140.2pp | 345.46%-318.9pp |
| Employer contribution / active EE | $9,674 | $3,119+210.2% | $2,303+320.1% | $4,764+103.1% |
| Participant deferral / active EE | $6,051 | $4,237+42.8% | $3,336+81.4% | $5,851+3.4% |
| Admin fee / account holder | $3,968 | $12,290-67.7% | $6,423-38.2% | $11,601-65.8% |