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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 | $964,433 | $180,462+434.4% | $154,111+525.8% | $135,379+612.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.83% | 888.17%-869.3pp | 735.18%-716.4pp | 519.79%-501.0pp |
| Employer contribution / active EE | $14,289 | $6,036+136.7% | $5,298+169.7% | $4,779+199.0% |
| Participant deferral / active EE | $9,743 | $5,806+67.8% | $5,081+91.8% | $5,609+73.7% |
| Admin fee / account holder | $21,017 | $16,145+30.2% | $13,411+56.7% | $10,828+94.1% |