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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 | $610,090 | $202,345+201.5% | $172,755+253.2% | $152,885+299.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.19% | 1029.77%-1011.6pp | 802.94%-784.7pp | 345.39%-327.2pp |
| Employer contribution / active EE | $26,500 | $5,858+352.4% | $5,144+415.1% | $4,763+456.4% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $5,789 | $17,111-66.2% | $13,955-58.5% | $11,598-50.1% |