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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 | $403,142 | $202,345+99.2% | $172,755+133.4% | $152,885+163.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.35% | 1029.77%-1014.4pp | 802.94%-787.6pp | 345.39%-330.0pp |
| Employer contribution / active EE | $10,563 | $5,858+80.3% | $5,144+105.3% | $4,763+121.8% |
| Participant deferral / active EE | $4,481 | $5,948-24.7% | $5,198-13.8% | $5,851-23.4% |
| Admin fee / account holder | $28,187 | $17,111+64.7% | $13,955+102.0% | $11,598+143.0% |