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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 | $867,665 | $202,345+328.8% | $172,755+402.3% | $152,885+467.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.65% | 1029.77%-1006.1pp | 802.94%-779.3pp | 345.39%-321.7pp |
| Employer contribution / active EE | $26,071 | $5,858+345.1% | $5,144+406.8% | $4,763+447.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,338 | $17,111-92.2% | $13,955-90.4% | $11,598-88.5% |