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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 | $560,184 | $150,447+272.3% | $136,298+311.0% | $147,586+279.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.73% | 1049.15%-1038.4pp | 5156.27%-5145.5pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,051 | $5,256-80.0% | $4,696-77.6% | $4,876-78.5% |
| Participant deferral / active EE | $18,475 | $6,631+178.6% | $6,247+195.7% | $5,439+239.7% |
| Admin fee / account holder | $101,213 | $10,906+828.0% | $9,244+994.9% | $10,886+829.8% |