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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 | $622,269 | $148,582+318.8% | $135,942+357.7% | $139,456+346.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.36% | 79.26%-53.9pp | 68.28%-42.9pp | 373.45%-348.1pp |
| Employer contribution / active EE | $23,550 | $5,245+349.0% | $4,858+384.8% | $4,753+395.5% |
| Participant deferral / active EE | $60,000 | $8,101+640.6% | $7,759+673.3% | $6,711+794.0% |
| Admin fee / account holder | $200,000 | $12,402+1512.6% | $10,764+1758.0% | $11,407+1653.3% |