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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 | $1,278,188 | $176,077+625.9% | $159,455+701.6% | $167,518+663.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.66% | 331.83%-307.2pp | 263.63%-239.0pp | 478.71%-454.1pp |
| Employer contribution / active EE | $35,250 | $5,298+565.3% | $4,830+629.8% | $4,838+628.5% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $9,081 | $12,556-27.7% | $10,800-15.9% | $12,312-26.2% |