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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 | $418,046 | $159,934+161.4% | $147,005+184.4% | $145,959+186.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $52,383 | $5,287+890.7% | $4,934+961.6% | $4,661+1023.9% |
| Participant deferral / active EE | $29,100 | $8,427+245.3% | $8,070+260.6% | $6,689+335.1% |
| Admin fee / account holder | $405,564 | $15,053+2594.2% | $13,006+3018.2% | $13,398+2927.1% |