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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 | $557,917 | $226,135+146.7% | $182,558+205.6% | $152,909+264.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.15% | 192.60%-172.5pp | 148.59%-128.4pp | 345.46%-325.3pp |
| Employer contribution / active EE | $15,022 | $4,979+201.7% | $4,076+268.5% | $4,764+215.3% |
| Participant deferral / active EE | $8,333 | $6,371+30.8% | $5,526+50.8% | $5,851+42.4% |
| Admin fee / account holder | $4,256 | $10,707-60.3% | $8,594-50.5% | $11,601-63.3% |