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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 | $614,918 | $202,326+203.9% | $172,745+256.0% | $152,870+302.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.60% | 1029.72%-1007.1pp | 802.90%-780.3pp | 345.34%-322.7pp |
| Employer contribution / active EE | $13,824 | $5,858+136.0% | $5,144+168.7% | $4,763+190.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,275 | $17,110-75.0% | $13,954-69.4% | $11,597-63.1% |