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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 | $609,929 | $209,422+191.2% | $178,503+241.7% | $158,982+283.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 526.82% | 188.81%+338.0pp | 151.12%+375.7pp | 302.99%+223.8pp |
| Employer contribution / active EE | $10,294 | $5,707+80.4% | $5,011+105.4% | $4,763+116.1% |
| Participant deferral / active EE | $6,547 | $5,955+9.9% | $5,202+25.8% | $5,983+9.4% |
| Admin fee / account holder | $746 | $17,079-95.6% | $13,987-94.7% | $11,252-93.4% |