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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 | $779,753 | $160,070+387.1% | $147,117+430.0% | $145,897+434.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.21% | 98.69%-76.5pp | 420.54%-398.3pp | 552.29%-530.1pp |
| Employer contribution / active EE | $4,162 | $5,285-21.2% | $4,932-15.6% | $4,663-10.7% |
| Participant deferral / active EE | $26,055 | $8,419+209.5% | $8,065+223.1% | $6,689+289.5% |
| Admin fee / account holder | $30,937 | $15,035+105.8% | $12,993+138.1% | $13,390+131.0% |