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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 | $360,262 | $180,459+99.6% | $154,108+133.8% | $135,380+166.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.80% | 888.21%-881.4pp | 735.21%-728.4pp | 519.81%-513.0pp |
| Employer contribution / active EE | $16,550 | $6,035+174.2% | $5,298+212.4% | $4,779+246.3% |
| Participant deferral / active EE | $19,500 | $5,806+235.8% | $5,081+283.8% | $5,609+247.7% |
| Admin fee / account holder | $42,619 | $16,145+164.0% | $13,411+217.8% | $10,828+293.6% |