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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 | $771,125 | $96,691+697.5% | $86,656+789.9% | $139,487+452.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.18% | 106.87%-89.7pp | 593.09%-575.9pp | 373.84%-356.7pp |
| Employer contribution / active EE | $21,714 | $3,267+564.7% | $3,025+617.7% | $4,755+356.7% |
| Participant deferral / active EE | $16,624 | $4,838+243.6% | $4,439+274.5% | $6,713+147.7% |
| Admin fee / account holder | $17,816 | $6,414+177.8% | $5,619+217.1% | $11,407+56.2% |