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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 | $388,798 | $169,361+129.6% | $129,397+200.5% | $145,877+166.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14395.54%-14384.3pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $19,943 | $5,542+259.9% | $4,154+380.1% | $4,663+327.7% |
| Participant deferral / active EE | $24,501 | $4,987+391.3% | $4,167+487.9% | $6,691+266.2% |
| Admin fee / account holder | $2,001 | $9,903-79.8% | $7,679-73.9% | $13,402-85.1% |