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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 | $3,024,236 | $111,830+2604.3% | $93,696+3127.7% | $145,884+1973.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 58.76% | 204.08%-145.3pp | 133.74%-75.0pp | 551.85%-493.1pp |
| Employer contribution / active EE | $6,725 | $3,093+117.4% | $2,422+177.7% | $4,662+44.2% |
| Participant deferral / active EE | $15,775 | $4,920+220.6% | $4,417+257.2% | $6,690+135.8% |
| Admin fee / account holder | $52,333 | $10,249+410.6% | $8,287+531.5% | $13,392+290.8% |