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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 | $581,226 | $156,927+270.4% | $121,169+379.7% | $139,456+316.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.35% | 1475.85%-1464.5pp | 986.71%-975.4pp | 373.45%-362.1pp |
| Employer contribution / active EE | $24,634 | $5,542+344.5% | $4,168+491.0% | $4,753+418.3% |
| Participant deferral / active EE | $11,250 | $4,848+132.0% | $4,083+175.6% | $6,711+67.6% |
| Admin fee / account holder | $5,207 | $6,946-25.0% | $5,645-7.8% | $11,407-54.4% |