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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 | $870,916 | $160,040+444.2% | $147,096+492.1% | $145,877+497.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.20% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $31,135 | $5,289+488.6% | $4,936+530.8% | $4,663+567.7% |
| Participant deferral / active EE | $21,376 | $8,429+153.6% | $8,071+164.8% | $6,691+219.5% |
| Admin fee / account holder | $132,466 | $15,050+780.2% | $13,005+918.6% | $13,402+888.4% |