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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 | $665,048 | $176,688+276.4% | $130,660+409.0% | $152,897+335.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 23.57% | 2693.08%-2669.5pp | 1709.29%-1685.7pp | 345.43%-321.9pp |
| Employer contribution / active EE | $27,888 | $5,743+385.6% | $4,092+581.5% | $4,764+485.5% |
| Participant deferral / active EE | $3,450 | $4,362-20.9% | $3,603-4.2% | $5,851-41.0% |
| Admin fee / account holder | $9,493 | $7,131+33.1% | $5,463+73.8% | $11,599-18.2% |