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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 | $449,206 | $226,135+98.6% | $182,558+146.1% | $152,909+193.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.17% | 192.60%-180.4pp | 148.59%-136.4pp | 345.46%-333.3pp |
| Employer contribution / active EE | $19,000 | $4,979+281.6% | $4,076+366.1% | $4,764+298.8% |
| Participant deferral / active EE | $25,000 | $6,371+292.4% | $5,526+352.4% | $5,851+327.3% |
| Admin fee / account holder | $162,449 | $10,707+1417.2% | $8,594+1790.2% | $11,601+1300.3% |