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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 | $605,012 | $202,342+199.0% | $172,753+250.2% | $152,909+295.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.76% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $12,214 | $5,857+108.5% | $5,144+137.5% | $4,764+156.4% |
| Participant deferral / active EE | $7,394 | $5,948+24.3% | $5,198+42.3% | $5,851+26.4% |
| Admin fee / account holder | $113,724 | $17,112+564.6% | $13,956+714.9% | $11,601+880.3% |