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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 | $587,794 | $150,447+290.7% | $136,298+331.3% | $147,586+298.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.50% | 1049.15%-1038.7pp | 5156.27%-5145.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $8,719 | $5,256+65.9% | $4,696+85.7% | $4,876+78.8% |
| Participant deferral / active EE | $6,830 | $6,631+3.0% | $6,247+9.3% | $5,439+25.6% |
| Admin fee / account holder | $715 | $10,906-93.4% | $9,244-92.3% | $10,886-93.4% |