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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 | $757,271 | $159,934+373.5% | $147,005+415.1% | $145,959+418.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.94% | 98.24%-56.3pp | 418.76%-376.8pp | 561.95%-520.0pp |
| Employer contribution / active EE | $12,990 | $5,287+145.7% | $4,934+163.3% | $4,661+178.7% |
| Participant deferral / active EE | $8,953 | $8,427+6.2% | $8,070+10.9% | $6,689+33.9% |
| Admin fee / account holder | $1,325 | $15,053-91.2% | $13,006-89.8% | $13,398-90.1% |