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 | $972,814 | $202,348+380.8% | $172,757+463.1% | $152,914+536.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 53.47% | 1029.95%-976.5pp | 803.06%-749.6pp | 345.48%-292.0pp |
| Employer contribution / active EE | $2,000 | $5,858-65.9% | $5,144-61.1% | $4,764-58.0% |
| Participant deferral / active EE | $6,252 | $5,948+5.1% | $5,198+20.3% | $5,852+6.8% |
| Admin fee / account holder | $1,942 | $17,113-88.7% | $13,956-86.1% | $11,601-83.3% |