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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 | $929,898 | $160,040+481.0% | $147,096+532.2% | $145,877+537.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.39% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $34,250 | $5,289+547.5% | $4,936+593.9% | $4,663+634.5% |
| Participant deferral / active EE | $17,938 | $8,429+112.8% | $8,071+122.2% | $6,691+168.1% |
| Admin fee / account holder | $4,562 | $15,050-69.7% | $13,005-64.9% | $13,402-66.0% |