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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 | $828,911 | $124,175+567.5% | $108,405+664.6% | $167,536+394.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.62% | 1380.13%-1360.5pp | 905.55%-885.9pp | 478.82%-459.2pp |
| Employer contribution / active EE | $3,057 | $4,188-27.0% | $3,559-14.1% | $4,839-36.8% |
| Participant deferral / active EE | $11,588 | $6,908+67.7% | $6,563+76.6% | $6,342+82.7% |
| Admin fee / account holder | $25,518 | $9,457+169.8% | $7,297+249.7% | $12,315+107.2% |