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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 | $639,546 | $201,372+217.6% | $184,260+247.1% | $145,884+338.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 493.90% | 29.04%+464.9pp | 28.84%+465.1pp | 551.85%-57.9pp |
| Employer contribution / active EE | $34,234 | $7,024+387.4% | $6,427+432.6% | $4,662+634.3% |
| Participant deferral / active EE | $18,633 | $9,808+90.0% | $9,133+104.0% | $6,690+178.5% |
| Admin fee / account holder | $371 | $16,362-97.7% | $13,898-97.3% | $13,392-97.2% |