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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 | $527,025 | $226,105+133.1% | $182,540+188.7% | $152,897+244.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.52% | 192.58%-169.1pp | 148.58%-125.1pp | 345.43%-321.9pp |
| Employer contribution / active EE | $59,375 | $4,978+1092.7% | $4,076+1356.8% | $4,764+1146.5% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,452 | $10,706-67.8% | $8,593-59.8% | $11,599-70.2% |