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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 | $662,975 | $150,446+340.7% | $136,297+386.4% | $147,585+349.2% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 15.64% | 1049.14%-1033.5pp | 5156.19%-5140.6pp | 578.58%-562.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,019 | $6,631+66.2% | $6,247+76.4% | $5,439+102.6% |
| Admin fee / account holder | $2,400 | $10,906-78.0% | $9,244-74.0% | $10,886-78.0% |