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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 | $539,896 | $202,342+166.8% | $172,753+212.5% | $152,909+253.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.43% | 1029.88%-1009.4pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $7,098 | $5,857+21.2% | $5,144+38.0% | $4,764+49.0% |
| Participant deferral / active EE | $11,612 | $5,948+95.2% | $5,198+123.4% | $5,851+98.5% |
| Admin fee / account holder | $7,580 | $17,112-55.7% | $13,956-45.7% | $11,601-34.7% |