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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 | $377,840 | $217,432+73.8% | $185,849+103.3% | $167,536+125.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.46% | 148.42%-138.0pp | 122.10%-111.6pp | 478.82%-468.4pp |
| Employer contribution / active EE | $12,000 | $5,875+104.3% | $5,169+132.2% | $4,839+148.0% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,569+250.2% | $6,342+207.5% |
| Admin fee / account holder | $1,070,604 | $19,818+5302.1% | $16,244+6490.9% | $12,315+8593.8% |