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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 | $894,360 | $111,785+700.1% | $93,669+854.8% | $145,877+513.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.89% | 203.79%-183.9pp | 133.59%-113.7pp | 551.28%-531.4pp |
| Employer contribution / active EE | $13,333 | $3,096+330.7% | $2,424+450.2% | $4,663+185.9% |
| Participant deferral / active EE | $21,033 | $4,919+327.6% | $4,416+376.3% | $6,691+214.4% |
| Admin fee / account holder | $25,506 | $10,256+148.7% | $8,291+207.6% | $13,402+90.3% |