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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 | $747,431 | $72,396+932.4% | $67,511+1007.1% | $145,959+412.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.95% | 7194.07%-7183.1pp | 3517.41%-3506.5pp | 561.95%-551.0pp |
| Employer contribution / active EE | $4,212 | $3,071+37.2% | $2,733+54.1% | $4,661-9.6% |
| Participant deferral / active EE | $14,014 | $4,781+193.1% | $4,000+250.3% | $6,689+109.5% |
| Admin fee / account holder | $47,534 | $5,538+758.3% | $3,999+1088.7% | $13,398+254.8% |