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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 | $650,260 | $185,199+251.1% | $142,874+355.1% | $167,518+288.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.48% | 8556.90%-8539.4pp | 5638.58%-5621.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $4,131 | $5,606-26.3% | $4,145-0.3% | $4,838-14.6% |
| Participant deferral / active EE | $15,250 | $4,495+239.3% | $3,838+297.4% | $6,342+140.5% |
| Admin fee / account holder | $15,958 | $8,031+98.7% | $6,561+143.2% | $12,312+29.6% |