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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 | $750,846 | $150,412+399.2% | $120,574+522.7% | $145,884+414.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 26.25% | 154.50%-128.3pp | 107.42%-81.2pp | 551.85%-525.6pp |
| Employer contribution / active EE | $16,183 | $4,355+271.6% | $3,471+366.3% | $4,662+247.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $27,143 | $12,224+122.1% | $9,445+187.4% | $13,392+102.7% |