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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 | $691,237 | $209,888+229.3% | $189,545+264.7% | $167,553+312.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.06% | 748.66%-726.6pp | 555.36%-533.3pp | 478.89%-456.8pp |
| Employer contribution / active EE | $32,036 | $6,915+363.3% | $6,162+419.9% | $4,840+561.9% |
| Participant deferral / active EE | $20,240 | $8,934+126.5% | $8,220+146.2% | $6,343+219.1% |
| Admin fee / account holder | $3,093 | $14,300-78.4% | $12,049-74.3% | $12,316-74.9% |