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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 | $597,825 | $150,442+297.4% | $136,295+338.6% | $147,585+305.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.79% | 1049.09%-1025.3pp | 5155.97%-5132.2pp | 578.56%-554.8pp |
| Employer contribution / active EE | $26,306 | $5,256+400.5% | $4,695+460.2% | $4,876+439.4% |
| Participant deferral / active EE | $16,721 | $6,630+152.2% | $6,247+167.7% | $5,439+207.4% |
| Admin fee / account holder | $5,848 | $10,905-46.4% | $9,243-36.7% | $10,885-46.3% |