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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 | $169,361+411.2% | $129,397+569.1% | $145,877+493.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.74% | 14395.54%-14386.8pp | 9453.98%-9445.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $8,392 | $5,542+51.4% | $4,154+102.0% | $4,663+80.0% |
| Participant deferral / active EE | $22,125 | $4,987+343.6% | $4,167+430.9% | $6,691+230.7% |
| Admin fee / account holder | $409,309 | $9,903+4033.3% | $7,679+5230.3% | $13,402+2954.1% |