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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 | $552,329 | $160,040+245.1% | $147,096+275.5% | $145,877+278.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.01% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $42,815 | $5,289+709.5% | $4,936+767.4% | $4,663+818.2% |
| Participant deferral / active EE | $19,212 | $8,429+127.9% | $8,071+138.0% | $6,691+187.1% |
| Admin fee / account holder | $46,580 | $15,050+209.5% | $13,005+258.2% | $13,402+247.6% |