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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 | $573,925 | $150,447+281.5% | $136,298+321.1% | $147,586+288.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.78% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $9,064 | $5,256+72.4% | $4,696+93.0% | $4,876+85.9% |
| Participant deferral / active EE | $5,681 | $6,631-14.3% | $6,247-9.1% | $5,439+4.4% |
| Admin fee / account holder | $11,533 | $10,906+5.7% | $9,244+24.8% | $10,886+5.9% |