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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 | $160,040+214.6% | $147,096+242.2% | $145,877+245.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $42,243 | $5,289+698.6% | $4,936+755.8% | $4,663+805.9% |
| Participant deferral / active EE | $33,083 | $8,429+292.5% | $8,071+309.9% | $6,691+394.5% |
| Admin fee / account holder | $912,246 | $15,050+5961.5% | $13,005+6914.5% | $13,402+6706.7% |