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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 | $737,644 | $165,399+346.0% | $149,745+392.6% | $158,982+364.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.30% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $9,500 | $5,105+86.1% | $4,646+104.5% | $4,763+99.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $44,475 | $10,811+311.4% | $9,312+377.6% | $11,252+295.3% |