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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 | $408,927 | $138,078+196.2% | $125,363+226.2% | $134,509+204.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 421.46% | 750.49%-329.0pp | 572.15%-150.7pp | 418.13%+3.3pp |
| Employer contribution / active EE | $9,150 | $5,245+74.5% | $4,815+90.0% | $4,741+93.0% |
| Participant deferral / active EE | $26,000 | $7,800+233.3% | $7,447+249.1% | $6,400+306.2% |
| Admin fee / account holder | $1,075 | $11,566-90.7% | $10,005-89.3% | $11,427-90.6% |