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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 | $645,492 | $150,447+329.0% | $136,298+373.6% | $147,586+337.4% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 22.22% | 1049.15%-1026.9pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $8,054 | $5,256+53.2% | $4,696+71.5% | $4,876+65.2% |
| Participant deferral / active EE | $8,152 | $6,631+22.9% | $6,247+30.5% | $5,439+49.9% |
| Admin fee / account holder | $22,925 | $10,906+110.2% | $9,244+148.0% | $10,886+110.6% |