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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 | $488,321 | $137,414+255.4% | $189,545+157.6% | $85,851+468.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.12% | 38.14%-19.0pp | 555.36%-536.2pp | 318.63%-299.5pp |
| Employer contribution / active EE | $19,700 | $4,344+353.5% | $6,162+219.7% | $2,565+667.9% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $32,156 | $8,630+272.6% | $12,049+166.9% | $6,261+413.6% |