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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 | $954,694 | $160,040+496.5% | $147,096+549.0% | $145,877+554.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.85% | 98.49%-77.6pp | 419.75%-398.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $27,216 | $5,289+414.5% | $4,936+451.4% | $4,663+483.7% |
| Participant deferral / active EE | $13,067 | $8,429+55.0% | $8,071+61.9% | $6,691+95.3% |
| Admin fee / account holder | $1,339 | $15,050-91.1% | $13,005-89.7% | $13,402-90.0% |