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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 | $475,655 | $160,070+197.2% | $147,117+223.3% | $145,897+226.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.44% | 98.69%-78.2pp | 420.54%-400.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $46,500 | $5,285+779.9% | $4,932+842.7% | $4,663+897.3% |
| Participant deferral / active EE | $27,000 | $8,419+220.7% | $8,065+234.8% | $6,689+303.6% |
| Admin fee / account holder | $1,798 | $15,035-88.0% | $12,993-86.2% | $13,390-86.6% |