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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 | $169,356+461.9% | $129,406+635.3% | $145,897+552.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.22% | 14418.62%-14406.4pp | 9468.18%-9456.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $27,811 | $5,542+401.8% | $4,155+569.3% | $4,663+496.5% |
| Participant deferral / active EE | $15,000 | $4,987+200.8% | $4,167+259.9% | $6,689+124.2% |
| Admin fee / account holder | $21,539 | $9,915+117.2% | $7,689+180.1% | $13,390+60.9% |