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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 | $665,505 | $125,190+431.6% | $105,624+530.1% | $145,897+356.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.87% | 225.22%-202.3pp | 116.20%-93.3pp | 552.29%-529.4pp |
| Employer contribution / active EE | $15,664 | $3,720+321.0% | $3,168+394.5% | $4,663+235.9% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,250 | $17,138-63.5% | $10,961-43.0% | $13,390-53.3% |