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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 | $706,204 | $202,342+249.0% | $172,753+308.8% | $152,909+361.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.15% | 1029.88%-1010.7pp | 803.00%-783.9pp | 345.46%-326.3pp |
| Employer contribution / active EE | $12,788 | $5,857+118.3% | $5,144+148.6% | $4,764+168.4% |
| Participant deferral / active EE | $14,567 | $5,948+144.9% | $5,198+180.3% | $5,851+149.0% |
| Admin fee / account holder | $3,750 | $17,112-78.1% | $13,956-73.1% | $11,601-67.7% |