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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 | $906,992 | $160,059+466.7% | $140,019+547.8% | $135,380+570.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.58% | 911.48%-901.9pp | 651.17%-641.6pp | 519.81%-510.2pp |
| Employer contribution / active EE | $31,059 | $6,420+383.8% | $5,605+454.1% | $4,779+549.9% |
| Participant deferral / active EE | $3,000 | $7,641-60.7% | $6,927-56.7% | $5,609-46.5% |
| Admin fee / account holder | $4,030 | $13,328-69.8% | $10,705-62.4% | $10,828-62.8% |