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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 | $498,943 | $150,442+231.7% | $136,295+266.1% | $147,585+238.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.51% | 1049.09%-1037.6pp | 5155.97%-5144.5pp | 578.56%-567.0pp |
| Employer contribution / active EE | $5,479 | $5,256+4.2% | $4,695+16.7% | $4,876+12.3% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,291 | $10,905+58.5% | $9,243+87.1% | $10,885+58.8% |