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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 | $590,801 | $180,462+227.4% | $154,111+283.4% | $135,379+336.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.85% | 888.17%-880.3pp | 735.18%-727.3pp | 519.79%-511.9pp |
| Employer contribution / active EE | $12,500 | $6,036+107.1% | $5,298+135.9% | $4,779+161.6% |
| Participant deferral / active EE | $7,000 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $32,481 | $16,145+101.2% | $13,411+142.2% | $10,828+200.0% |