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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 | $777,667 | $102,595+658.0% | $94,057+726.8% | $154,746+402.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.44% | 583.42%-559.0pp | 480.62%-456.2pp | 172.34%-147.9pp |
| Employer contribution / active EE | $10,800 | $3,147+243.2% | $2,933+268.2% | $4,379+146.6% |
| Participant deferral / active EE | $27,500 | $5,118+437.3% | $4,709+483.9% | $6,730+308.6% |
| Admin fee / account holder | $21,361 | $7,736+176.1% | $7,244+194.9% | $14,365+48.7% |