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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 | $543,096 | $150,447+261.0% | $136,298+298.5% | $147,586+268.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.52% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,487 | $5,256-33.7% | $4,696-25.7% | $4,876-28.5% |
| Participant deferral / active EE | $7,539 | $6,631+13.7% | $6,247+20.7% | $5,439+38.6% |
| Admin fee / account holder | $119,079 | $10,906+991.9% | $9,244+1188.2% | $10,886+993.9% |