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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 | $455,238 | $202,463+124.9% | $169,397+168.7% | $139,487+226.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.00% | 532.64%-513.6pp | 406.23%-387.2pp | 373.84%-354.8pp |
| Employer contribution / active EE | $18,000 | $4,694+283.5% | $4,013+348.5% | $4,755+278.6% |
| Participant deferral / active EE | $12,000 | $6,941+72.9% | $6,223+92.8% | $6,713+78.8% |
| Admin fee / account holder | $26,476 | $10,726+146.8% | $9,017+193.6% | $11,407+132.1% |