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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 | $767,646 | $202,342+279.4% | $172,753+344.4% | $152,909+402.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.80% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $37,643 | $5,857+542.7% | $5,144+631.8% | $4,764+690.2% |
| Participant deferral / active EE | $20,795 | $5,948+249.6% | $5,198+300.1% | $5,851+255.4% |
| Admin fee / account holder | $1,489 | $17,112-91.3% | $13,956-89.3% | $11,601-87.2% |