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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 | $542,751 | $169,361+220.5% | $129,397+319.4% | $145,877+272.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.26% | 14395.54%-14366.3pp | 9453.98%-9424.7pp | 551.28%-522.0pp |
| Employer contribution / active EE | $26,799 | $5,542+383.6% | $4,154+545.1% | $4,663+474.7% |
| Participant deferral / active EE | $21,000 | $4,987+321.1% | $4,167+403.9% | $6,691+213.9% |
| Admin fee / account holder | $4,534 | $9,903-54.2% | $7,679-41.0% | $13,402-66.2% |