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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 | $476,531 | $150,446+216.7% | $136,297+249.6% | $147,585+222.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.53% | 1049.14%-1038.6pp | 5156.19%-5145.7pp | 578.58%-568.1pp |
| Employer contribution / active EE | $16,560 | $5,256+215.0% | $4,696+252.7% | $4,876+239.6% |
| Participant deferral / active EE | $17,600 | $6,631+165.4% | $6,247+181.7% | $5,439+223.6% |
| Admin fee / account holder | $3,795 | $10,906-65.2% | $9,244-58.9% | $10,886-65.1% |