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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 | $502,532 | $150,447+234.0% | $136,298+268.7% | $147,586+240.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.29% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $15,217 | $5,256+189.5% | $4,696+224.1% | $4,876+212.1% |
| Participant deferral / active EE | $18,171 | $6,631+174.0% | $6,247+190.9% | $5,439+234.1% |
| Admin fee / account holder | $786 | $10,906-92.8% | $9,244-91.5% | $10,886-92.8% |