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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 | $827,065 | $166,020+398.2% | $164,866+401.7% | $145,959+466.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 100.08%-88.3pp | 69.97%-58.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $11,411 | $5,275+116.3% | $4,343+162.8% | $4,661+144.8% |
| Participant deferral / active EE | $13,483 | $6,961+93.7% | $6,033+123.5% | $6,689+101.6% |
| Admin fee / account holder | $269,008 | $16,644+1516.2% | $12,689+2020.0% | $13,398+1907.9% |