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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 | $514,424 | $176,105+192.1% | $159,474+222.6% | $167,536+207.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 821.58% | 331.91%+489.7pp | 263.68%+557.9pp | 478.82%+342.8pp |
| Employer contribution / active EE | $38,500 | $5,299+626.6% | $4,831+697.0% | $4,839+695.6% |
| Participant deferral / active EE | $24,700 | $7,751+218.7% | $7,353+235.9% | $6,342+289.5% |
| Admin fee / account holder | $122,190 | $12,559+872.9% | $10,802+1031.1% | $12,315+892.2% |