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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 | $511,921 | $169,361+202.3% | $129,397+295.6% | $145,877+250.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.70% | 14395.54%-14387.8pp | 9453.98%-9446.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $30,000 | $5,542+441.4% | $4,154+622.1% | $4,663+543.4% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,167+631.9% | $6,691+355.9% |
| Admin fee / account holder | $12,018 | $9,903+21.4% | $7,679+56.5% | $13,402-10.3% |