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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 | $585,819 | $159,978+266.2% | $147,041+298.4% | $145,978+301.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.51% | 98.36%-73.9pp | 419.21%-394.7pp | 550.52%-526.0pp |
| Employer contribution / active EE | $37,500 | $5,288+609.1% | $4,935+659.9% | $4,662+704.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $603 | $15,053-96.0% | $13,006-95.4% | $13,400-95.5% |