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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 | $506,390 | $112,131+351.6% | $95,964+427.7% | $158,982+218.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 57.14% | 171.19%-114.0pp | 91.64%-34.5pp | 302.99%-245.9pp |
| Employer contribution / active EE | $24,364 | $3,199+661.6% | $2,541+858.7% | $4,763+411.5% |
| Participant deferral / active EE | $25,999 | $4,784+443.4% | $4,167+524.0% | $5,983+334.5% |
| Admin fee / account holder | $1,720 | $10,136-83.0% | $6,797-74.7% | $11,252-84.7% |