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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 | $616,611 | $202,463+204.6% | $169,397+264.0% | $139,487+342.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.48% | 532.64%-512.2pp | 406.23%-385.7pp | 373.84%-353.4pp |
| Employer contribution / active EE | $12,000 | $4,694+155.7% | $4,013+199.0% | $4,755+152.4% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $25,182 | $10,726+134.8% | $9,017+179.3% | $11,407+120.8% |