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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 | $752,770 | $155,840+383.0% | $124,694+503.7% | $167,553+349.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 37.92% | 17.98%+19.9pp | 5144.82%-5106.9pp | 478.89%-441.0pp |
| Employer contribution / active EE | $10,307 | $4,165+147.5% | $3,325+210.0% | $4,840+113.0% |
| Participant deferral / active EE | $10,586 | $5,675+86.5% | $4,615+129.4% | $6,343+66.9% |
| Admin fee / account holder | $14,135 | $9,536+48.2% | $7,495+88.6% | $12,316+14.8% |