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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 | $896,488 | $202,342+343.1% | $172,752+418.9% | $152,897+486.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.50% | 1029.83%-1008.3pp | 802.97%-781.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $34,368 | $5,858+486.7% | $5,144+568.1% | $4,764+621.5% |
| Participant deferral / active EE | $23,297 | $5,948+291.7% | $5,198+348.2% | $5,851+298.2% |
| Admin fee / account holder | $5,167 | $17,111-69.8% | $13,955-63.0% | $11,599-55.5% |