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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 | $886,561 | $90,530+879.3% | $76,030+1066.1% | $145,897+507.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.79% | 625.08%-614.3pp | 361.54%-350.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $12,500 | $3,319+276.6% | $2,688+365.1% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,500 | $8,383+192.2% | $6,421+281.6% | $13,390+83.0% |