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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 | $918,946 | $169,161+443.2% | $129,295+610.7% | $145,959+529.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.49% | 14348.07%-14336.6pp | 9429.28%-9417.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $16,524 | $5,543+198.1% | $4,157+297.5% | $4,661+254.5% |
| Participant deferral / active EE | $10,167 | $4,989+103.8% | $4,169+143.9% | $6,689+52.0% |
| Admin fee / account holder | $8,428 | $9,878-14.7% | $7,665+9.9% | $13,398-37.1% |