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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 | $531,358 | $160,040+232.0% | $147,096+261.2% | $145,877+264.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.43% | 98.49%-77.1pp | 419.75%-398.3pp | 551.28%-529.9pp |
| Employer contribution / active EE | $25,450 | $5,289+381.2% | $4,936+415.6% | $4,663+445.8% |
| Participant deferral / active EE | $8,325 | $8,429-1.2% | $8,071+3.1% | $6,691+24.4% |
| Admin fee / account holder | $349,501 | $15,050+2222.3% | $13,005+2587.4% | $13,402+2507.8% |