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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 | $544,357 | $77,901+598.8% | $149,717+263.6% | $75,181+624.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 135.12% | 31.73%+103.4pp | 134.41%+0.7pp | 160.69%-25.6pp |
| Employer contribution / active EE | $64,206 | $3,137+1946.5% | $4,820+1232.1% | $2,671+2304.3% |
| Participant deferral / active EE | $22,738 | $3,411+566.6% | $5,682+300.2% | $4,126+451.1% |
| Admin fee / account holder | $491,970 | $5,949+8169.8% | $13,213+3623.5% | $5,650+8607.7% |