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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 | $626,537 | $160,040+291.5% | $147,096+325.9% | $145,877+329.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 60.15% | 98.49%-38.3pp | 419.75%-359.6pp | 551.28%-491.1pp |
| Employer contribution / active EE | $60,219 | $5,289+1038.5% | $4,936+1120.0% | $4,663+1191.4% |
| Participant deferral / active EE | $30,075 | $8,429+256.8% | $8,071+272.6% | $6,691+349.5% |
| Admin fee / account holder | $30,093 | $15,050+100.0% | $13,005+131.4% | $13,402+124.5% |