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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 | $686,252 | $150,447+356.1% | $136,298+403.5% | $147,586+365.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.16% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $20,802 | $5,256+295.7% | $4,696+343.0% | $4,876+326.6% |
| Participant deferral / active EE | $4,492 | $6,631-32.3% | $6,247-28.1% | $5,439-17.4% |
| Admin fee / account holder | $52,076 | $10,906+377.5% | $9,244+463.3% | $10,886+378.4% |