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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 | $791,201 | $124,175+537.2% | $108,405+629.9% | $167,536+372.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.55% | 1380.13%-1369.6pp | 905.55%-895.0pp | 478.82%-468.3pp |
| Employer contribution / active EE | $27,903 | $4,188+566.3% | $3,559+684.0% | $4,839+476.6% |
| Participant deferral / active EE | $22,101 | $6,908+219.9% | $6,563+236.8% | $6,342+248.5% |
| Admin fee / account holder | $149,639 | $9,457+1482.3% | $7,297+1950.8% | $12,315+1115.1% |