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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 | $693,372 | $171,867+303.4% | $149,721+363.1% | $147,586+369.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.71% | 2113.36%-2099.7pp | 1501.67%-1488.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,520 | $7,270+3.4% | $6,568+14.5% | $5,439+38.3% |
| Admin fee / account holder | $14,811 | $13,799+7.3% | $11,282+31.3% | $10,886+36.1% |