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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 | $701,288 | $202,342+246.6% | $172,753+305.9% | $152,909+358.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.08% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $12,005 | $5,857+105.0% | $5,144+133.4% | $4,764+152.0% |
| Participant deferral / active EE | $10,360 | $5,948+74.2% | $5,198+99.3% | $5,851+77.1% |
| Admin fee / account holder | $9,288 | $17,112-45.7% | $13,956-33.4% | $11,601-19.9% |