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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 | $169,356+442.6% | $129,406+610.1% | $145,897+529.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.49% | 14418.62%-14407.1pp | 9468.18%-9456.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $16,524 | $5,542+198.2% | $4,155+297.7% | $4,663+254.4% |
| Participant deferral / active EE | $10,167 | $4,987+103.9% | $4,167+144.0% | $6,689+52.0% |
| Admin fee / account holder | $8,428 | $9,915-15.0% | $7,689+9.6% | $13,390-37.1% |