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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 | $606,105 | $156,970+286.1% | $121,210+400.0% | $139,487+334.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.22% | 1477.10%-1453.9pp | 987.41%-964.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $23,710 | $5,546+327.5% | $4,171+468.5% | $4,755+398.7% |
| Participant deferral / active EE | $15,000 | $4,849+209.3% | $4,084+267.3% | $6,713+123.5% |
| Admin fee / account holder | $937 | $6,947-86.5% | $5,647-83.4% | $11,407-91.8% |