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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 | $535,151 | $202,342+164.5% | $172,752+209.8% | $152,897+250.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.95% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $8,318 | $5,858+42.0% | $5,144+61.7% | $4,764+74.6% |
| Participant deferral / active EE | $11,346 | $5,948+90.8% | $5,198+118.3% | $5,851+93.9% |
| Admin fee / account holder | $24,727 | $17,111+44.5% | $13,955+77.2% | $11,599+113.2% |