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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 | $693,428 | $150,447+360.9% | $136,298+408.8% | $147,586+369.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.78% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $19,073 | $5,256+262.8% | $4,696+306.2% | $4,876+291.1% |
| Participant deferral / active EE | $17,400 | $6,631+162.4% | $6,247+178.5% | $5,439+219.9% |
| Admin fee / account holder | $4,241 | $10,906-61.1% | $9,244-54.1% | $10,886-61.0% |