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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 | $884,495 | $167,353+428.5% | $143,797+515.1% | $134,545+557.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 533.83% | 0.48%+533.4pp | -0.04%+533.9pp | 418.37%+115.5pp |
| Employer contribution / active EE | $20,738 | $5,620+269.0% | $4,952+318.7% | $4,742+337.4% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $2,907 | $18,096-83.9% | $14,679-80.2% | $11,431-74.6% |