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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 | $159,934+214.8% | $147,005+242.4% | $145,959+244.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.24%-85.9pp | 418.76%-406.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $42,243 | $5,287+698.9% | $4,934+756.1% | $4,661+806.3% |
| Participant deferral / active EE | $33,083 | $8,427+292.6% | $8,070+310.0% | $6,689+394.6% |
| Admin fee / account holder | $912,246 | $15,053+5960.1% | $13,006+6913.9% | $13,398+6708.9% |