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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 | $981,956 | $202,342+385.3% | $172,753+468.4% | $152,909+542.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.84% | 1029.88%-1007.0pp | 803.00%-780.2pp | 345.46%-322.6pp |
| Employer contribution / active EE | $19,690 | $5,857+236.2% | $5,144+282.8% | $4,764+313.3% |
| Participant deferral / active EE | $11,953 | $5,948+100.9% | $5,198+130.0% | $5,851+104.3% |
| Admin fee / account holder | $14,774 | $17,112-13.7% | $13,956+5.9% | $11,601+27.4% |