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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 | $1,545,111 | $149,040+936.7% | $120,225+1185.2% | $137,256+1025.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.07% | 605.68%-590.6pp | 439.23%-424.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $31,512 | $4,350+624.4% | $3,475+806.7% | $4,156+658.2% |
| Participant deferral / active EE | $25,375 | $4,655+445.1% | $3,999+534.6% | $6,407+296.1% |
| Admin fee / account holder | $384,362 | $6,348+5955.2% | $5,696+6647.6% | $12,270+3032.5% |