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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 | $770,807 | $202,342+280.9% | $172,752+346.2% | $152,897+404.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.82% | 1029.83%-1011.0pp | 802.97%-784.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $20,602 | $5,858+251.7% | $5,144+300.5% | $4,764+332.5% |
| Participant deferral / active EE | $13,950 | $5,948+134.5% | $5,198+168.4% | $5,851+138.4% |
| Admin fee / account holder | $18,243 | $17,111+6.6% | $13,955+30.7% | $11,599+57.3% |