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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 | $633,660 | $211,224+200.0% | $178,505+255.0% | $145,897+334.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 578.64% | 30.28%+548.4pp | 27.16%+551.5pp | 552.29%+26.4pp |
| Employer contribution / active EE | $5,250 | $4,577+14.7% | $3,955+32.7% | $4,663+12.6% |
| Participant deferral / active EE | $20,000 | $6,966+187.1% | $6,280+218.5% | $6,689+199.0% |
| Admin fee / account holder | $143,344 | $12,109+1083.8% | $10,428+1274.6% | $13,390+970.5% |