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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 | $774,470 | $150,442+414.8% | $136,295+468.2% | $147,585+424.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 15.30% | 1049.09%-1033.8pp | 5155.97%-5140.7pp | 578.56%-563.3pp |
| Employer contribution / active EE | $15,384 | $5,256+192.7% | $4,695+227.6% | $4,876+215.5% |
| Participant deferral / active EE | $17,402 | $6,630+162.5% | $6,247+178.6% | $5,439+220.0% |
| Admin fee / account holder | $1,389 | $10,905-87.3% | $9,243-85.0% | $10,885-87.2% |