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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 | $169,237+462.3% | $129,339+635.7% | $145,978+551.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.22% | 14364.43%-14352.2pp | 9437.05%-9424.8pp | 550.52%-538.3pp |
| Employer contribution / active EE | $27,811 | $5,540+402.0% | $4,154+569.4% | $4,662+496.6% |
| Participant deferral / active EE | $15,000 | $4,991+200.5% | $4,170+259.7% | $6,690+124.2% |
| Admin fee / account holder | $21,539 | $9,882+118.0% | $7,668+180.9% | $13,400+60.7% |