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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 | $510,549 | $180,749+182.5% | $160,784+217.5% | $137,256+272.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.21% | 2234.46%-2214.3pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $46,500 | $4,155+1019.1% | $3,733+1145.7% | $4,156+1018.9% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $4,228 | $10,397-59.3% | $9,717-56.5% | $12,270-65.5% |