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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 | $761,893 | $135,645+461.7% | $110,243+591.1% | $135,380+462.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.03% | 513.24%-508.2pp | 314.76%-309.7pp | 519.81%-514.8pp |
| Employer contribution / active EE | $18,750 | $4,907+282.1% | $3,827+390.0% | $4,779+292.4% |
| Participant deferral / active EE | $11,982 | $5,507+117.6% | $4,672+156.4% | $5,609+113.6% |
| Admin fee / account holder | $27,680 | $11,458+141.6% | $8,548+223.8% | $10,828+155.6% |