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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 | $517,597 | $76,522+576.4% | $56,033+823.7% | $145,884+254.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 23.99% | 3014.28%-2990.3pp | 1711.38%-1687.4pp | 551.85%-527.9pp |
| Employer contribution / active EE | $16,133 | $1,382+1067.1% | $1,041+1449.9% | $4,662+246.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,465 | $3,328+34.1% | $2,827+57.9% | $13,392-66.7% |