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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 | $729,115 | $107,341+579.2% | $92,897+684.9% | $152,870+377.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.91% | 145.59%-130.7pp | 109.42%-94.5pp | 345.34%-330.4pp |
| Employer contribution / active EE | $19,813 | $4,221+369.3% | $3,653+442.4% | $4,763+316.0% |
| Participant deferral / active EE | $12,500 | $4,847+157.9% | $4,238+195.0% | $5,850+113.7% |
| Admin fee / account holder | $298,652 | $7,080+4118.3% | $5,794+5054.4% | $11,597+2475.4% |