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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 | $783,993 | $150,447+421.1% | $136,298+475.2% | $147,586+431.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 39.35% | 1049.15%-1009.8pp | 5156.27%-5116.9pp | 578.59%-539.2pp |
| Employer contribution / active EE | $4,880 | $5,256-7.2% | $4,696+3.9% | $4,876+0.1% |
| Participant deferral / active EE | $9,774 | $6,631+47.4% | $6,247+56.5% | $5,439+79.7% |
| Admin fee / account holder | $2,719 | $10,906-75.1% | $9,244-70.6% | $10,886-75.0% |