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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 | $925,243 | $185,199+399.6% | $142,874+547.6% | $167,518+452.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.36% | 8556.90%-8540.5pp | 5638.58%-5622.2pp | 478.71%-462.3pp |
| Employer contribution / active EE | $4,983 | $5,606-11.1% | $4,145+20.2% | $4,838+3.0% |
| Participant deferral / active EE | $7,360 | $4,495+63.7% | $3,838+91.8% | $6,342+16.1% |
| Admin fee / account holder | $28,443 | $8,031+254.2% | $6,561+333.5% | $12,312+131.0% |