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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 | $829,177 | $99,009+737.5% | $86,581+857.7% | $147,585+461.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.49% | 1312.70%-1302.2pp | 965.06%-954.6pp | 578.58%-568.1pp |
| Employer contribution / active EE | $9,692 | $3,132+209.4% | $2,840+241.3% | $4,876+98.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $689,724 | $5,709+11981.7% | $4,904+13964.2% | $10,886+6236.1% |