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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 | $775,574 | $226,135+243.0% | $182,558+324.8% | $152,909+407.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.41% | 192.60%-174.2pp | 148.59%-130.2pp | 345.46%-327.1pp |
| Employer contribution / active EE | $25,000 | $4,979+402.1% | $4,076+513.3% | $4,764+424.8% |
| Participant deferral / active EE | $17,188 | $6,371+169.8% | $5,526+211.0% | $5,851+193.7% |
| Admin fee / account holder | $4,501 | $10,707-58.0% | $8,594-47.6% | $11,601-61.2% |