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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 | $948,237 | $180,459+425.5% | $154,108+515.3% | $135,380+600.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.97% | 888.21%-869.2pp | 735.21%-716.2pp | 519.81%-500.8pp |
| Employer contribution / active EE | $38,433 | $6,035+536.8% | $5,298+625.5% | $4,779+704.2% |
| Participant deferral / active EE | $23,567 | $5,806+305.9% | $5,081+363.9% | $5,609+320.2% |
| Admin fee / account holder | $255,701 | $16,145+1483.8% | $13,411+1806.6% | $10,828+2261.5% |