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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 | $685,497 | $108,701+530.6% | $74,723+817.4% | $152,909+348.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 18.08% | 114.12%-96.0pp | 753.18%-735.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $37,000 | $1,504+2359.8% | $1,084+3312.7% | $4,764+676.7% |
| Participant deferral / active EE | $22,000 | $2,709+712.2% | $1,962+1021.6% | $5,851+276.0% |
| Admin fee / account holder | $18,332 | $4,906+273.6% | $3,335+449.7% | $11,601+58.0% |