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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 | $755,845 | $165,381+357.0% | $149,730+404.8% | $158,966+375.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.69% | 348.29%-330.6pp | 276.70%-259.0pp | 302.95%-285.3pp |
| Employer contribution / active EE | $24,518 | $5,104+380.3% | $4,645+427.8% | $4,762+414.8% |
| Participant deferral / active EE | $15,735 | $7,182+119.1% | $6,843+130.0% | $5,983+163.0% |
| Admin fee / account holder | $46,726 | $10,809+332.3% | $9,310+401.9% | $11,250+315.3% |