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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 | $751,913 | $137,414+447.2% | $189,537+296.7% | $85,847+775.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 81.35% | 38.14%+43.2pp | 555.34%-474.0pp | 318.61%-237.3pp |
| Employer contribution / active EE | $11,681 | $4,344+168.9% | $6,161+89.6% | $2,565+355.3% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,642 | $8,630+11.7% | $12,048-20.0% | $6,261+54.0% |