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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 | $514,998 | $202,342+154.5% | $172,752+198.1% | $152,897+236.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.06% | 1029.83%-1010.8pp | 802.97%-783.9pp | 345.43%-326.4pp |
| Employer contribution / active EE | $29,700 | $5,858+407.0% | $5,144+477.4% | $4,764+523.5% |
| Participant deferral / active EE | $16,900 | $5,948+184.1% | $5,198+225.1% | $5,851+188.8% |
| Admin fee / account holder | $55,526 | $17,111+224.5% | $13,955+297.9% | $11,599+378.7% |