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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 | $587,358 | $202,342+190.3% | $172,752+240.0% | $152,897+284.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.92% | 1029.83%-1012.9pp | 802.97%-786.0pp | 345.43%-328.5pp |
| Employer contribution / active EE | $78,692 | $5,858+1243.4% | $5,144+1429.7% | $4,764+1552.0% |
| Participant deferral / active EE | $28,643 | $5,948+381.5% | $5,198+451.1% | $5,851+389.5% |
| Admin fee / account holder | $274,473 | $17,111+1504.1% | $13,955+1866.8% | $11,599+2266.3% |