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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 | $799,949 | $202,342+295.3% | $172,753+363.1% | $152,909+423.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.08% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $8,136 | $5,857+38.9% | $5,144+58.2% | $4,764+70.8% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $24,015 | $17,112+40.3% | $13,956+72.1% | $11,601+107.0% |