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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 | $596,992 | $160,040+273.0% | $147,096+305.9% | $145,877+309.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.88% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $26,221 | $5,289+395.7% | $4,936+431.2% | $4,663+462.3% |
| Participant deferral / active EE | $18,150 | $8,429+115.3% | $8,071+124.9% | $6,691+171.3% |
| Admin fee / account holder | $3,022 | $15,050-79.9% | $13,005-76.8% | $13,402-77.4% |