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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 | $799,901 | $202,342+295.3% | $172,753+363.0% | $152,909+423.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.87% | 1029.88%-1005.0pp | 803.00%-778.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $24,290 | $5,857+314.7% | $5,144+372.2% | $4,764+409.9% |
| Participant deferral / active EE | $20,616 | $5,948+246.6% | $5,198+296.6% | $5,851+252.3% |
| Admin fee / account holder | $9,472 | $17,112-44.6% | $13,956-32.1% | $11,601-18.4% |