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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 | $727,493 | $160,059+354.5% | $140,019+419.6% | $135,379+437.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 13.25% | 911.44%-898.2pp | 651.15%-637.9pp | 519.79%-506.5pp |
| Employer contribution / active EE | $7,650 | $6,420+19.2% | $5,605+36.5% | $4,779+60.1% |
| Participant deferral / active EE | $6,750 | $7,641-11.7% | $6,927-2.5% | $5,609+20.3% |
| Admin fee / account holder | $666 | $13,328-95.0% | $10,705-93.8% | $10,828-93.9% |