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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 | $913,455 | $138,076+561.6% | $123,553+639.3% | $135,380+574.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.46% | 153.70%-152.2pp | 119.21%-117.7pp | 519.81%-518.3pp |
| Employer contribution / active EE | $9,480 | $5,152+84.0% | $4,628+104.8% | $4,779+98.4% |
| Participant deferral / active EE | $11,222 | $6,800+65.0% | $6,426+74.6% | $5,609+100.1% |
| Admin fee / account holder | $25,262 | $10,917+131.4% | $9,284+172.1% | $10,828+133.3% |