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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 | $620,599 | $88,778+599.0% | $81,844+658.3% | $145,884+325.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.41% | 1033.03%-1012.6pp | 778.87%-758.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $38,500 | $3,087+1147.2% | $2,916+1220.1% | $4,662+725.8% |
| Participant deferral / active EE | $30,500 | $4,648+556.2% | $4,323+605.5% | $6,690+355.9% |
| Admin fee / account holder | $3,787 | $8,430-55.1% | $7,355-48.5% | $13,392-71.7% |