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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 | $780,366 | $160,040+387.6% | $147,096+430.5% | $145,877+434.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 98.49%-78.6pp | 419.75%-399.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $10,000 | $5,289+89.1% | $4,936+102.6% | $4,663+114.5% |
| Participant deferral / active EE | $24,000 | $8,429+184.7% | $8,071+197.4% | $6,691+258.7% |
| Admin fee / account holder | $39,729 | $15,050+164.0% | $13,005+205.5% | $13,402+196.4% |