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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 | $825,426 | $202,345+307.9% | $172,755+377.8% | $152,885+439.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.92% | 1029.77%-1008.9pp | 802.94%-782.0pp | 345.39%-324.5pp |
| Employer contribution / active EE | $25,000 | $5,858+326.8% | $5,144+386.0% | $4,763+424.9% |
| Participant deferral / active EE | $17,167 | $5,948+188.6% | $5,198+230.3% | $5,851+193.4% |
| Admin fee / account holder | $8,191 | $17,111-52.1% | $13,955-41.3% | $11,598-29.4% |