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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 | $560,919 | $202,342+177.2% | $172,753+224.7% | $152,909+266.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.75% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $9,957 | $5,857+70.0% | $5,144+93.6% | $4,764+109.0% |
| Participant deferral / active EE | $8,719 | $5,948+46.6% | $5,198+67.7% | $5,851+49.0% |
| Admin fee / account holder | $304 | $17,112-98.2% | $13,956-97.8% | $11,601-97.4% |