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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 | $664,265 | $209,874+216.5% | $189,537+250.5% | $167,536+296.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.67% | 748.61%-728.9pp | 555.34%-535.7pp | 478.82%-459.1pp |
| Employer contribution / active EE | $29,261 | $6,913+323.3% | $6,161+375.0% | $4,839+504.7% |
| Participant deferral / active EE | $16,742 | $8,934+87.4% | $8,220+103.7% | $6,342+164.0% |
| Admin fee / account holder | $26,754 | $14,299+87.1% | $12,048+122.1% | $12,315+117.3% |