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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 | $620,084 | $106,008+484.9% | $92,240+572.2% | $147,586+320.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.88% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $7,500 | $4,333+73.1% | $3,680+103.8% | $4,876+53.8% |
| Participant deferral / active EE | $6,400 | $4,478+42.9% | $3,897+64.2% | $5,439+17.7% |
| Admin fee / account holder | $18,880 | $6,333+198.1% | $5,194+263.5% | $10,886+73.4% |