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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 | $765,579 | $202,342+278.4% | $172,753+343.2% | $152,909+400.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.15% | 1029.88%-1006.7pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $16,312 | $5,857+178.5% | $5,144+217.1% | $4,764+242.4% |
| Participant deferral / active EE | $14,995 | $5,948+152.1% | $5,198+188.5% | $5,851+156.3% |
| Admin fee / account holder | $8,821 | $17,112-48.4% | $13,956-36.8% | $11,601-24.0% |