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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 | $541,689 | $226,105+139.6% | $182,540+196.8% | $152,897+254.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.63% | 192.58%-172.9pp | 148.58%-128.9pp | 345.43%-325.8pp |
| Employer contribution / active EE | $25,000 | $4,978+402.2% | $4,076+513.4% | $4,764+424.8% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,332 | $10,706-68.9% | $8,593-61.2% | $11,599-71.3% |