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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 | $546,421 | $180,749+202.3% | $160,784+239.8% | $137,256+298.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.26% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $28,000 | $4,155+573.9% | $3,733+650.1% | $4,156+573.7% |
| Participant deferral / active EE | $25,500 | $6,844+272.6% | $6,293+305.2% | $6,407+298.0% |
| Admin fee / account holder | $89,364 | $10,397+759.5% | $9,717+819.7% | $12,270+628.3% |