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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 | $637,432 | $72,446+779.9% | $67,561+843.5% | $145,877+337.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.65% | 7211.98%-7199.3pp | 3525.44%-3512.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,039 | $3,072-33.6% | $2,735-25.4% | $4,663-56.3% |
| Participant deferral / active EE | $15,600 | $4,785+226.0% | $4,003+289.7% | $6,691+133.2% |
| Admin fee / account holder | $47,954 | $5,541+765.4% | $4,006+1097.2% | $13,402+257.8% |