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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 | $460,511 | $202,342+127.6% | $172,753+166.6% | $152,909+201.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 12.57% | 1029.88%-1017.3pp | 803.00%-790.4pp | 345.46%-332.9pp |
| Employer contribution / active EE | $27,375 | $5,857+367.4% | $5,144+432.2% | $4,764+474.6% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $291,769 | $17,112+1605.1% | $13,956+1990.7% | $11,601+2415.1% |