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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 | $503,415 | $160,070+214.5% | $147,117+242.2% | $145,897+245.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $42,243 | $5,285+699.4% | $4,932+756.4% | $4,663+806.0% |
| Participant deferral / active EE | $33,083 | $8,419+292.9% | $8,065+310.2% | $6,689+394.6% |
| Admin fee / account holder | $912,246 | $15,035+5967.4% | $12,993+6921.2% | $13,390+6712.7% |