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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 | $869,080 | $106,008+719.8% | $92,240+842.2% | $147,586+488.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.64% | 50.05%-39.4pp | 176.29%-165.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $15,725 | $4,333+262.9% | $3,680+327.3% | $4,876+222.5% |
| Participant deferral / active EE | $14,000 | $4,478+212.6% | $3,897+259.3% | $5,439+157.4% |
| Admin fee / account holder | $560,849 | $6,333+8756.0% | $5,194+10697.8% | $10,886+5052.1% |