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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 | $572,218 | $202,342+182.8% | $172,753+231.2% | $152,909+274.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.33% | 1029.88%-1010.5pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $15,987 | $5,857+172.9% | $5,144+210.8% | $4,764+235.6% |
| Participant deferral / active EE | $14,681 | $5,948+146.8% | $5,198+182.5% | $5,851+150.9% |
| Admin fee / account holder | $1,871 | $17,112-89.1% | $13,956-86.6% | $11,601-83.9% |