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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 | $577,679 | $85,766+573.5% | $136,298+323.8% | $70,126+723.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.46% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $13,768 | $2,966+364.2% | $4,696+193.2% | $2,343+487.7% |
| Participant deferral / active EE | $11,164 | $5,051+121.0% | $6,247+78.7% | $3,332+235.1% |
| Admin fee / account holder | $12,611 | $5,421+132.6% | $9,244+36.4% | $4,645+171.5% |