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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 | $738,201 | $150,447+390.7% | $136,298+441.6% | $147,586+400.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.98% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,675 | $5,256-49.1% | $4,696-43.0% | $4,876-45.1% |
| Participant deferral / active EE | $7,500 | $6,631+13.1% | $6,247+20.1% | $5,439+37.9% |
| Admin fee / account holder | $20,000 | $10,906+83.4% | $9,244+116.4% | $10,886+83.7% |