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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 | $674,013 | $150,447+348.0% | $136,298+394.5% | $147,586+356.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.23% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $2,505 | $5,256-52.3% | $4,696-46.7% | $4,876-48.6% |
| Participant deferral / active EE | $17,526 | $6,631+164.3% | $6,247+180.5% | $5,439+222.2% |
| Admin fee / account holder | $14,457 | $10,906+32.6% | $9,244+56.4% | $10,886+32.8% |