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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 | $1,573,537 | $73,518+2040.4% | $63,003+2397.6% | $147,585+966.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.55% | 175.46%-161.9pp | 87.59%-74.0pp | 578.57%-565.0pp |
| Employer contribution / active EE | $30,214 | $3,322+809.4% | $2,760+994.6% | $4,876+519.6% |
| Participant deferral / active EE | $22,500 | $4,183+437.9% | $3,329+575.9% | $5,439+313.7% |
| Admin fee / account holder | $51,413 | $5,952+763.8% | $3,600+1328.1% | $10,885+372.3% |