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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 | $951,539 | $169,361+461.8% | $129,397+635.4% | $145,877+552.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.22% | 14395.54%-14383.3pp | 9453.98%-9441.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $27,811 | $5,542+401.8% | $4,154+569.4% | $4,663+496.4% |
| Participant deferral / active EE | $15,000 | $4,987+200.8% | $4,167+259.9% | $6,691+124.2% |
| Admin fee / account holder | $21,539 | $9,903+117.5% | $7,679+180.5% | $13,402+60.7% |