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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 | $716,068 | $197,637+262.3% | $177,848+302.6% | $158,982+350.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 99.27% | 58.77%+40.5pp | 48.33%+50.9pp | 302.99%-203.7pp |
| Employer contribution / active EE | $9,455 | $6,698+41.1% | $5,919+59.7% | $4,763+98.5% |
| Participant deferral / active EE | $11,800 | $8,405+40.4% | $7,714+53.0% | $5,983+97.2% |
| Admin fee / account holder | $22,502 | $15,406+46.1% | $12,431+81.0% | $11,252+100.0% |