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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 | $635,874 | $150,446+322.7% | $136,297+366.5% | $147,585+330.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.04% | 1049.14%-1033.1pp | 5156.19%-5140.2pp | 578.58%-562.5pp |
| Employer contribution / active EE | $11,861 | $5,256+125.7% | $4,696+152.6% | $4,876+143.2% |
| Participant deferral / active EE | $8,722 | $6,631+31.5% | $6,247+39.6% | $5,439+60.4% |
| Admin fee / account holder | $3,571 | $10,906-67.3% | $9,244-61.4% | $10,886-67.2% |