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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 | $962,594 | $185,199+419.8% | $142,874+573.7% | $167,518+474.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.71% | 8556.90%-8544.2pp | 5638.58%-5625.9pp | 478.71%-466.0pp |
| Employer contribution / active EE | $35,549 | $5,606+534.1% | $4,145+757.7% | $4,838+634.7% |
| Participant deferral / active EE | $20,313 | $4,495+351.9% | $3,838+429.3% | $6,342+220.3% |
| Admin fee / account holder | $5,847 | $8,031-27.2% | $6,561-10.9% | $12,312-52.5% |