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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 | $538,133 | $185,312+190.4% | $161,489+233.2% | $154,746+247.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 492.23% | 103.84%+388.4pp | 89.72%+402.5pp | 172.34%+319.9pp |
| Employer contribution / active EE | $46,500 | $4,769+875.0% | $4,268+989.4% | $4,379+961.9% |
| Participant deferral / active EE | $31,000 | $6,350+388.2% | $5,630+450.6% | $6,730+360.6% |
| Admin fee / account holder | $764 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |