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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 | $973,611 | $150,447+547.1% | $136,298+614.3% | $147,586+559.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.75% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,576 | $5,256-70.0% | $4,696-66.4% | $4,876-67.7% |
| Participant deferral / active EE | $11,298 | $6,631+70.4% | $6,247+80.8% | $5,439+107.7% |
| Admin fee / account holder | $59,276 | $10,906+443.5% | $9,244+541.2% | $10,886+444.5% |