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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 | $526,789 | $114,093+361.7% | $96,171+447.8% | $167,536+214.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.06% | 190.00%-178.9pp | 192.04%-181.0pp | 478.82%-467.8pp |
| Employer contribution / active EE | $13,784 | $3,429+301.9% | $2,799+392.5% | $4,839+184.9% |
| Participant deferral / active EE | $23,963 | $5,197+361.1% | $4,350+450.9% | $6,342+277.8% |
| Admin fee / account holder | $325,254 | $6,899+4614.3% | $5,538+5772.8% | $12,315+2541.2% |