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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 | $674,988 | $202,342+233.6% | $172,753+290.7% | $152,909+341.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.43% | 1029.88%-1009.4pp | 803.00%-782.6pp | 345.46%-325.0pp |
| Employer contribution / active EE | $13,236 | $5,857+126.0% | $5,144+157.3% | $4,764+177.9% |
| Participant deferral / active EE | $6,377 | $5,948+7.2% | $5,198+22.7% | $5,851+9.0% |
| Admin fee / account holder | $25,762 | $17,112+50.6% | $13,956+84.6% | $11,601+122.1% |