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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 | $715,568 | $175,231+308.4% | $149,696+378.0% | $139,466+413.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.73% | 166.77%-153.0pp | 134.46%-120.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $29,750 | $5,478+443.1% | $4,821+517.1% | $4,754+525.8% |
| Participant deferral / active EE | $13,750 | $6,521+110.8% | $5,682+142.0% | $6,712+104.9% |
| Admin fee / account holder | $1,030 | $16,155-93.6% | $13,212-92.2% | $11,409-91.0% |