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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 | $669,477 | $104,953+537.9% | $84,637+691.0% | $152,909+337.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 189.58% | 373.94%-184.4pp | 258.82%-69.2pp | 345.46%-155.9pp |
| Employer contribution / active EE | $30,850 | $3,304+833.8% | $2,653+1062.7% | $4,764+547.6% |
| Participant deferral / active EE | $25,000 | $4,691+433.0% | $3,900+541.0% | $5,851+327.3% |
| Admin fee / account holder | $2,780 | $6,244-55.5% | $4,914-43.4% | $11,601-76.0% |