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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 | $524,110 | $150,447+248.4% | $136,298+284.5% | $147,586+255.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.46% | 1049.15%-1011.7pp | 5156.27%-5118.8pp | 578.59%-541.1pp |
| Employer contribution / active EE | $3,816 | $5,256-27.4% | $4,696-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $8,672 | $6,631+30.8% | $6,247+38.8% | $5,439+59.4% |
| Admin fee / account holder | $1,099 | $10,906-89.9% | $9,244-88.1% | $10,886-89.9% |