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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 | $808,200 | $202,342+299.4% | $172,753+367.8% | $152,909+428.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.95% | 1029.88%-1006.9pp | 803.00%-780.0pp | 345.46%-322.5pp |
| Employer contribution / active EE | $13,559 | $5,857+131.5% | $5,144+163.6% | $4,764+184.6% |
| Participant deferral / active EE | $11,192 | $5,948+88.2% | $5,198+115.3% | $5,851+91.3% |
| Admin fee / account holder | $1,403 | $17,112-91.8% | $13,956-89.9% | $11,601-87.9% |