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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 | $853,201 | $202,342+321.7% | $172,752+393.9% | $152,897+458.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.41% | 1029.83%-1013.4pp | 802.97%-786.6pp | 345.43%-329.0pp |
| Employer contribution / active EE | $55,968 | $5,858+855.5% | $5,144+988.0% | $4,764+1074.9% |
| Participant deferral / active EE | $2,132 | $5,948-64.2% | $5,198-59.0% | $5,851-63.6% |
| Admin fee / account holder | $7,698 | $17,111-55.0% | $13,955-44.8% | $11,599-33.6% |