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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 | $551,081 | $81,668+574.8% | $58,507+841.9% | $139,487+295.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.25% | 7430.07%-7413.8pp | 4252.32%-4236.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $24,162 | $1,398+1628.5% | $1,053+2193.9% | $4,755+408.2% |
| Participant deferral / active EE | $10,153 | $2,554+297.6% | $1,922+428.2% | $6,713+51.3% |
| Admin fee / account holder | $5,683 | $3,212+76.9% | $2,486+128.6% | $11,407-50.2% |