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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 | $478,948 | $150,447+218.3% | $136,298+251.4% | $147,586+224.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.29% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $5,852 | $5,256+11.3% | $4,696+24.6% | $4,876+20.0% |
| Participant deferral / active EE | $10,286 | $6,631+55.1% | $6,247+64.6% | $5,439+89.1% |
| Admin fee / account holder | $1,714 | $10,906-84.3% | $9,244-81.5% | $10,886-84.3% |