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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 | $923,076 | $160,070+476.7% | $147,117+527.4% | $145,897+532.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $16,922 | $5,285+220.2% | $4,932+243.1% | $4,663+262.9% |
| Participant deferral / active EE | $19,940 | $8,419+136.8% | $8,065+147.3% | $6,689+198.1% |
| Admin fee / account holder | $39,181 | $15,035+160.6% | $12,993+201.6% | $13,390+192.6% |