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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 | $520,637 | $88,778+486.4% | $81,844+536.1% | $145,884+256.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.23% | 1033.03%-1018.8pp | 778.87%-764.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $26,250 | $3,087+750.3% | $2,916+800.1% | $4,662+463.0% |
| Participant deferral / active EE | $24,875 | $4,648+435.1% | $4,323+475.3% | $6,690+271.8% |
| Admin fee / account holder | $3,768 | $8,430-55.3% | $7,355-48.8% | $13,392-71.9% |