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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 | $599,770 | $96,678+520.4% | $86,640+592.3% | $139,466+330.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.72% | 106.69%-85.0pp | 592.52%-570.8pp | 373.66%-351.9pp |
| Employer contribution / active EE | $28,225 | $3,265+764.3% | $3,024+833.3% | $4,754+493.7% |
| Participant deferral / active EE | $18,667 | $4,837+285.9% | $4,438+320.6% | $6,712+178.1% |
| Admin fee / account holder | $7,469 | $6,410+16.5% | $5,616+33.0% | $11,409-34.5% |