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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 | $574,646 | $72,446+693.2% | $67,561+750.6% | $145,877+293.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.51% | 7211.98%-7202.5pp | 3525.44%-3515.9pp | 551.28%-541.8pp |
| Employer contribution / active EE | $14,611 | $3,072+375.6% | $2,735+434.3% | $4,663+213.3% |
| Participant deferral / active EE | $9,911 | $4,785+107.1% | $4,003+147.6% | $6,691+48.1% |
| Admin fee / account holder | $4,749 | $5,541-14.3% | $4,006+18.6% | $13,402-64.6% |