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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 | $622,731 | $96,691+544.0% | $86,656+618.6% | $139,487+346.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.67% | 106.87%-93.2pp | 593.09%-579.4pp | 373.84%-360.2pp |
| Employer contribution / active EE | $18,094 | $3,267+453.8% | $3,025+498.0% | $4,755+280.5% |
| Participant deferral / active EE | $22,942 | $4,838+374.2% | $4,439+416.8% | $6,713+241.8% |
| Admin fee / account holder | $252,365 | $6,414+3834.4% | $5,619+4391.5% | $11,407+2112.3% |