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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 | $719,355 | $173,397+314.9% | $135,987+429.0% | $145,877+393.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 10.98% | 1166.18%-1155.2pp | 580.01%-569.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $23,564 | $5,281+346.2% | $4,214+459.2% | $4,663+405.3% |
| Participant deferral / active EE | $13,816 | $8,710+58.6% | $7,027+96.6% | $6,691+106.5% |
| Admin fee / account holder | $19,394 | $9,663+100.7% | $6,716+188.8% | $13,402+44.7% |