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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 | $779,306 | $110,801+603.3% | $86,615+799.7% | $167,536+365.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 20.20% | 116.96%-96.8pp | 63.51%-43.3pp | 478.82%-458.6pp |
| Employer contribution / active EE | $8,305 | $3,245+156.0% | $2,496+232.8% | $4,839+71.6% |
| Participant deferral / active EE | $6,288 | $4,547+38.3% | $3,699+70.0% | $6,342-0.9% |
| Admin fee / account holder | $21,835 | $8,417+159.4% | $5,830+274.6% | $12,315+77.3% |