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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 | $518,658 | $90,691+471.9% | $76,119+581.4% | $145,884+255.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.03% | 624.52%-610.5pp | 361.25%-347.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $31,737 | $3,329+853.4% | $2,693+1078.7% | $4,662+580.7% |
| Participant deferral / active EE | $22,216 | $5,167+329.9% | $4,259+421.6% | $6,690+232.1% |
| Admin fee / account holder | $52,668 | $8,383+528.3% | $6,421+720.2% | $13,392+293.3% |