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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 | $929,042 | $150,445+517.5% | $136,297+581.6% | $147,585+529.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.15% | 1049.14%-1036.0pp | 5156.16%-5143.0pp | 578.57%-565.4pp |
| Employer contribution / active EE | $27,416 | $5,256+421.6% | $4,696+483.9% | $4,876+462.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,484 | $10,906+207.0% | $9,244+262.2% | $10,885+207.6% |