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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 | $598,522 | $202,345+195.8% | $172,755+246.5% | $152,885+291.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.08% | 1029.77%-1012.7pp | 802.94%-785.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $11,693 | $5,858+99.6% | $5,144+127.3% | $4,763+145.5% |
| Participant deferral / active EE | $12,913 | $5,948+117.1% | $5,198+148.4% | $5,851+120.7% |
| Admin fee / account holder | $4,854 | $17,111-71.6% | $13,955-65.2% | $11,598-58.1% |