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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 | $471,581 | $169,336+178.5% | $129,384+264.5% | $145,884+223.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.85% | 14408.70%-14396.9pp | 9461.77%-9449.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $15,488 | $5,540+179.6% | $4,153+272.9% | $4,662+232.2% |
| Participant deferral / active EE | $17,800 | $4,985+257.1% | $4,166+327.3% | $6,690+166.1% |
| Admin fee / account holder | $94,298 | $9,912+851.3% | $7,686+1126.9% | $13,392+604.1% |