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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 | $701,189 | $125,184+460.1% | $105,607+564.0% | $145,884+380.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.00%-213.1pp | 116.11%-104.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $16,052 | $3,720+331.5% | $3,167+406.9% | $4,662+244.3% |
| Participant deferral / active EE | $4,357 | $5,714-23.7% | $5,011-13.1% | $6,690-34.9% |
| Admin fee / account holder | $24,480 | $17,133+42.9% | $10,958+123.4% | $13,392+82.8% |