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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 | $675,616 | $155,833+333.6% | $124,693+441.8% | $167,536+303.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.26% | 17.98%-1.7pp | 5144.19%-5127.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $21,429 | $4,164+414.6% | $3,324+544.6% | $4,839+342.8% |
| Participant deferral / active EE | $24,137 | $5,675+325.3% | $4,615+423.0% | $6,342+280.6% |
| Admin fee / account holder | $10,211 | $9,534+7.1% | $7,494+36.2% | $12,315-17.1% |