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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 | $510,798 | $202,345+152.4% | $172,755+195.7% | $152,885+234.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.45% | 1029.77%-1009.3pp | 802.94%-782.5pp | 345.39%-324.9pp |
| Employer contribution / active EE | $2,713 | $5,858-53.7% | $5,144-47.3% | $4,763-43.0% |
| Participant deferral / active EE | $2,932 | $5,948-50.7% | $5,198-43.6% | $5,851-49.9% |
| Admin fee / account holder | $38,243 | $17,111+123.5% | $13,955+174.1% | $11,598+229.7% |