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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 | $599,225 | $198,457+201.9% | $170,435+251.6% | $147,586+306.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.08% | 257.30%-245.2pp | 205.94%-193.9pp | 578.59%-566.5pp |
| Employer contribution / active EE | $19,493 | $6,183+215.3% | $5,432+258.8% | $4,876+299.7% |
| Participant deferral / active EE | $15,258 | $5,629+171.0% | $4,939+208.9% | $5,439+180.5% |
| Admin fee / account holder | $244,169 | $16,852+1348.9% | $13,881+1659.0% | $10,886+2143.0% |