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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 | $576,760 | $150,447+283.4% | $136,298+323.2% | $147,586+290.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.68% | 1049.15%-1038.5pp | 5156.27%-5145.6pp | 578.59%-567.9pp |
| Employer contribution / active EE | $13,517 | $5,256+157.1% | $4,696+187.9% | $4,876+177.2% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $6,044 | $10,906-44.6% | $9,244-34.6% | $10,886-44.5% |