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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 | $925,445 | $167,362+453.0% | $143,799+543.6% | $134,532+587.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 224.56% | 0.47%+224.1pp | -0.04%+224.6pp | 418.27%-193.7pp |
| Employer contribution / active EE | $3,440 | $5,620-38.8% | $4,952-30.5% | $4,741-27.4% |
| Participant deferral / active EE | $11,800 | $6,447+83.0% | $5,638+109.3% | $6,401+84.3% |
| Admin fee / account holder | $3,984 | $18,094-78.0% | $14,677-72.9% | $11,429-65.1% |