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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 | $817,488 | $150,447+443.4% | $136,298+499.8% | $147,586+453.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.56% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $20,043 | $5,256+281.3% | $4,696+326.8% | $4,876+311.0% |
| Participant deferral / active EE | $2,640 | $6,631-60.2% | $6,247-57.7% | $5,439-51.5% |
| Admin fee / account holder | $2,639 | $10,906-75.8% | $9,244-71.4% | $10,886-75.8% |