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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 | $396,124 | $160,040+147.5% | $147,096+169.3% | $145,877+171.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.68% | 98.49%-78.8pp | 419.75%-400.1pp | 551.28%-531.6pp |
| Employer contribution / active EE | $24,500 | $5,289+363.2% | $4,936+396.4% | $4,663+425.4% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,691+348.4% |
| Admin fee / account holder | $22,745 | $15,050+51.1% | $13,005+74.9% | $13,402+69.7% |