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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 | $72,465+931.4% | $67,575+1006.1% | $145,884+412.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.95% | 7222.56%-7211.6pp | 3528.98%-3518.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,212 | $3,074+37.0% | $2,736+54.0% | $4,662-9.7% |
| Participant deferral / active EE | $14,014 | $4,786+192.8% | $4,003+250.0% | $6,690+109.5% |
| Admin fee / account holder | $47,534 | $5,515+761.9% | $3,993+1090.5% | $13,392+254.9% |