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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 | $854,561 | $202,342+322.3% | $172,753+394.7% | $152,909+458.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.30% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $31,509 | $5,857+437.9% | $5,144+512.5% | $4,764+561.4% |
| Participant deferral / active EE | $3,691 | $5,948-37.9% | $5,198-29.0% | $5,851-36.9% |
| Admin fee / account holder | $2,656 | $17,112-84.5% | $13,956-81.0% | $11,601-77.1% |