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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 | $633,241 | $183,978+244.2% | $162,171+290.5% | $152,885+314.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.92% | 150.78%-129.9pp | 115.60%-94.7pp | 345.39%-324.5pp |
| Employer contribution / active EE | $55,541 | $6,370+771.9% | $5,613+889.5% | $4,763+1066.1% |
| Participant deferral / active EE | $21,548 | $8,033+168.3% | $7,297+195.3% | $5,851+268.3% |
| Admin fee / account holder | $94,644 | $13,122+621.3% | $10,843+772.9% | $11,598+716.0% |