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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 | $865,812 | $169,161+411.8% | $129,295+569.6% | $145,959+493.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.74% | 14348.07%-14339.3pp | 9429.28%-9420.5pp | 561.95%-553.2pp |
| Employer contribution / active EE | $8,392 | $5,543+51.4% | $4,157+101.9% | $4,661+80.1% |
| Participant deferral / active EE | $22,125 | $4,989+343.4% | $4,169+430.7% | $6,689+230.8% |
| Admin fee / account holder | $409,309 | $9,878+4043.6% | $7,665+5239.7% | $13,398+2955.0% |