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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 | $858,072 | $183,592+367.4% | $155,567+451.6% | $145,959+487.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.96% | 61.24%-46.3pp | 64.74%-49.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $22,250 | $5,315+318.6% | $4,674+376.0% | $4,661+377.4% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $40,000 | $19,318+107.1% | $15,916+151.3% | $13,398+198.6% |