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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 | $542,751 | $169,336+220.5% | $129,384+319.5% | $145,884+272.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.26% | 14408.70%-14379.4pp | 9461.77%-9432.5pp | 551.85%-522.6pp |
| Employer contribution / active EE | $26,799 | $5,540+383.7% | $4,153+545.2% | $4,662+474.8% |
| Participant deferral / active EE | $21,000 | $4,985+321.3% | $4,166+404.1% | $6,690+213.9% |
| Admin fee / account holder | $4,534 | $9,912-54.3% | $7,686-41.0% | $13,392-66.1% |