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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 | $150,442+360.9% | $136,295+408.8% | $147,585+369.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.78% | 1049.09%-1038.3pp | 5155.97%-5145.2pp | 578.56%-567.8pp |
| Employer contribution / active EE | $19,073 | $5,256+262.9% | $4,695+306.2% | $4,876+291.1% |
| Participant deferral / active EE | $17,400 | $6,630+162.4% | $6,247+178.5% | $5,439+219.9% |
| Admin fee / account holder | $4,241 | $10,905-61.1% | $9,243-54.1% | $10,885-61.0% |