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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 | $551,090 | $160,059+244.3% | $140,019+293.6% | $135,380+307.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 26.08% | 911.48%-885.4pp | 651.17%-625.1pp | 519.81%-493.7pp |
| Employer contribution / active EE | $23,827 | $6,420+271.2% | $5,605+325.1% | $4,779+398.6% |
| Participant deferral / active EE | $18,529 | $7,641+142.5% | $6,927+167.5% | $5,609+230.3% |
| Admin fee / account holder | $34,882 | $13,328+161.7% | $10,705+225.8% | $10,828+222.1% |