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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 | $894,449 | $202,326+342.1% | $172,745+417.8% | $152,870+485.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.22% | 1029.72%-1003.5pp | 802.90%-776.7pp | 345.34%-319.1pp |
| Employer contribution / active EE | $5,776 | $5,858-1.4% | $5,144+12.3% | $4,763+21.3% |
| Participant deferral / active EE | $26,350 | $5,948+343.0% | $5,197+407.0% | $5,850+350.4% |
| Admin fee / account holder | $79,806 | $17,110+366.4% | $13,954+471.9% | $11,597+588.2% |