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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 | $757,044 | $202,342+274.1% | $172,752+338.2% | $152,897+395.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.47% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $25,439 | $5,858+334.3% | $5,144+394.5% | $4,764+434.0% |
| Participant deferral / active EE | $18,837 | $5,948+216.7% | $5,198+262.4% | $5,851+221.9% |
| Admin fee / account holder | $4,966 | $17,111-71.0% | $13,955-64.4% | $11,599-57.2% |