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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 | $798,617 | $202,345+294.7% | $172,755+362.3% | $152,885+422.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.63% | 1029.77%-1009.1pp | 802.94%-782.3pp | 345.39%-324.8pp |
| Employer contribution / active EE | $2,066 | $5,858-64.7% | $5,144-59.8% | $4,763-56.6% |
| Participant deferral / active EE | $7,220 | $5,948+21.4% | $5,198+38.9% | $5,851+23.4% |
| Admin fee / account holder | $6,125 | $17,111-64.2% | $13,955-56.1% | $11,598-47.2% |