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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 | $629,383 | $150,447+318.3% | $136,298+361.8% | $147,586+326.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.61% | 1049.15%-1025.5pp | 5156.27%-5132.7pp | 578.59%-555.0pp |
| Employer contribution / active EE | $15,551 | $5,256+195.9% | $4,696+231.2% | $4,876+218.9% |
| Participant deferral / active EE | $9,375 | $6,631+41.4% | $6,247+50.1% | $5,439+72.4% |
| Admin fee / account holder | $6,000 | $10,906-45.0% | $9,244-35.1% | $10,886-44.9% |