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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 | $448,859 | $209,874+113.9% | $189,537+136.8% | $167,536+167.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.20% | 748.61%-727.4pp | 555.34%-534.1pp | 478.82%-457.6pp |
| Employer contribution / active EE | $39,750 | $6,913+475.0% | $6,161+545.2% | $4,839+721.4% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,342+207.5% |
| Admin fee / account holder | $20,214 | $14,299+41.4% | $12,048+67.8% | $12,315+64.1% |