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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 | $675,877 | $160,070+322.2% | $147,117+359.4% | $145,897+363.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 98.69%-88.0pp | 420.54%-409.9pp | 552.29%-541.6pp |
| Employer contribution / active EE | $20,889 | $5,285+295.3% | $4,932+323.5% | $4,663+348.0% |
| Participant deferral / active EE | $30,000 | $8,419+256.3% | $8,065+272.0% | $6,689+348.5% |
| Admin fee / account holder | $5,858 | $15,035-61.0% | $12,993-54.9% | $13,390-56.2% |