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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 | $920,380 | $160,040+475.1% | $147,096+525.7% | $145,877+530.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $28,000 | $5,289+429.4% | $4,936+467.3% | $4,663+500.5% |
| Participant deferral / active EE | $26,250 | $8,429+211.4% | $8,071+225.2% | $6,691+292.3% |
| Admin fee / account holder | $298,194 | $15,050+1881.4% | $13,005+2192.9% | $13,402+2125.0% |