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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 | $840,768 | $96,338+772.7% | $80,589+943.3% | $139,427+503.0% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.76% | 1350.43%-1334.7pp | 935.83%-920.1pp | 373.27%-357.5pp |
| Employer contribution / active EE | $6,250 | $3,263+91.5% | $2,724+129.4% | $4,752+31.5% |
| Participant deferral / active EE | $18,042 | $5,234+244.7% | $4,449+305.5% | $6,711+168.8% |
| Admin fee / account holder | $3,645 | $6,600-44.8% | $5,379-32.2% | $11,404-68.0% |