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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 | $521,177 | $150,447+246.4% | $136,298+282.4% | $147,586+253.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.74% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $14,958 | $5,256+184.6% | $4,696+218.6% | $4,876+206.7% |
| Participant deferral / active EE | $16,000 | $6,631+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $11,838 | $10,906+8.5% | $9,244+28.1% | $10,886+8.8% |