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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 | $692,129 | $209,847+229.8% | $189,520+265.2% | $167,518+313.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 41.09% | 748.45%-707.4pp | 555.25%-514.2pp | 478.71%-437.6pp |
| Employer contribution / active EE | $13,889 | $6,913+100.9% | $6,161+125.4% | $4,838+187.1% |
| Participant deferral / active EE | $17,652 | $8,934+97.6% | $8,220+114.7% | $6,342+178.3% |
| Admin fee / account holder | $5,778 | $14,295-59.6% | $12,046-52.0% | $12,312-53.1% |